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Benson Investment Management Company’s Broadcom AVGO Stock Holding History

Benson Investment Management Company’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75,180
Closed -$4.2M – 50
2022
Q4 		$4.2M Sell
75,180
-150
-0.2% -$7.52K 2.48% 14
2022
Q3 		$3.35M Sell
75,330
-550
-0.7% -$28.1K 2.36% 25
2022
Q2 		$3.67M Sell
75,880
-4,550
-6% -$255K 2.29% 23
2022
Q1 		$5.07M Buy
80,430
+150
+0.2% +$8.91K 2.54% 8
2021
Q4 		$5.34M Buy
80,280
+50
+0.1% +$2.81K 2.59% 9
2021
Q3 		$3.89M Buy
80,230
+130
+0.2% +$6.32K 2% 25
2021
Q2 		$3.82M Sell
80,100
-12,950
-14% -$600K 1.95% 27
2021
Q1 		$4.31M Sell
93,050
-350
-0.4% -$16.2K 2.52% 17
2020
Q4 		$4.09M Buy
+93,400
New +$3.64M 2.5% 20
2019
Q1 		– Sell
-108,850
Closed -$2.77M – 63
2018
Q4 		$2.77M Sell
108,850
-1,800
-2% -$42.5K 2.35% 23
2018
Q3 		$2.73M Buy
+110,650
New +$2.48M 2.05% 28
2018
Q1 		– Sell
-103,200
Closed -$2.65M – 84
2017
Q4 		$2.65M Buy
103,200
+350
+0.3% +$9.1K 1.97% 22
2017
Q3 		$2.5M Hold
102,850
– – 2.06% 23
2017
Q2 		$2.4M Sell
102,850
-5,100
-5% -$118K 2.16% 17
2017
Q1 		$2.36M Sell
107,950
-7,800
-7% -$161K 2.33% 15
2016
Q4 		$2.05M Buy
+115,750
New +$2.01M 2.03% 23

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benson Investment Management Company's AVGO Position: Q1 2023 in Review

Benson Investment Management Company sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 75,180 shares — an estimated $4.2M sold.

Benson Investment Management Company first reported a position in AVGO in Q4 2016 and held it in 16 quarters. The position peaked at $5.34M in Q4 2021. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • Benson Investment Management Company reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 75,180 Broadcom shares in Q1 2023, an estimated $4.2M.
  • Benson Investment Management Company first reported a position in Broadcom in Q4 2016 and held it in 16 quarters.
  • Benson Investment Management Company's Broadcom position peaked at $5.34M in Q4 2021.
  • 2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Benson Investment Management Company's 13F filing for Q1 2023, filed 10 Apr 2023.