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Berry Group’s Broadcom AVGO Stock Holding History

Berry Group’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
2020
Q4 		$775K Buy
17,710
+3,010
+20% +$117K 0.35% 52
2020
Q3 		$536K Buy
14,700
+800
+6% +$26.8K 0.29% 63
2020
Q2 		$439K Buy
13,900
+4,600
+49% +$129K 0.27% 66
2020
Q1 		$221K Sell
9,300
-250
-3% -$7.04K 0.17% 89
2019
Q4 		$302K Buy
+9,550
New +$290K 0.16% 96

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berry Group's AVGO Position: Q4 2020 in Review

Berry Group increased its Broadcom (AVGO) stake by 20% in Q4 2020, buying an estimated $117K and bringing the position to 17,710 shares worth $775K. The position accounts for 0.35% of the portfolio, ranked #52.

Berry Group first reported a position in AVGO in Q4 2019 and has held it in 5 quarters since. 1,635 funds tracked by Wall St. Rank hold AVGO as of Q4 2020.

  • Berry Group held 17,710 shares of Broadcom worth $775K as of Q4 2020.
  • Berry Group bought 3,010 Broadcom shares in Q4 2020, an estimated $117K.
  • Broadcom made up 0.35% of Berry Group's portfolio in Q4 2020, its #52 holding.
  • Berry Group first reported a position in Broadcom in Q4 2019 and has held it in 5 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Broadcom as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.