Bessemer Securities’s Broadcom AVGO Stock Holding History

Bessemer Securities’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 Q4	–	Sell	-12,730	Closed	-$1.06M	–	15
2023 Q3	$1.06M	Sell	12,730 -5,000	-28%	-$433K	1.46%	13
2023 Q2	$1.54M	Sell	17,730 -650	-4%	-$46.4K	1.02%	22
2023 Q1	$1.18M	Hold	18,380	–	–	0.55%	74
2022 Q4	$1.03M	Buy	18,380 +6,440	+54%	+$323K	0.46%	79
2022 Q3	$530K	Buy	11,940 +700	+6%	+$35.8K	0.19%	105
2022 Q2	$546K	Hold	11,240	–	–	0.19%	107
2022 Q1	$708K	Hold	11,240	–	–	0.21%	97
2021 Q4	$748K	Buy	11,240 +1,240	+12%	+$69.7K	0.2%	95
2021 Q3	$485K	Hold	10,000	–	–	0.17%	106
2021 Q2	$477K	Hold	10,000	–	–	0.19%	104
2021 Q1	$464K	Hold	10,000	–	–	0.2%	105
2020 Q4	$438K	Buy	+10,000	New	+$390K	0.18%	61

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Securities's AVGO Position: Q4 2023 in Review

Bessemer Securities sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 12,730 shares — an estimated $1.06M sold.

Bessemer Securities first reported a position in AVGO in Q4 2020 and held it in 12 quarters. The position peaked at $1.54M in Q2 2023. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Bessemer Securities reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 12,730 Broadcom shares in Q4 2023, an estimated $1.06M.
Bessemer Securities first reported a position in Broadcom in Q4 2020 and held it in 12 quarters.
Bessemer Securities's Broadcom position peaked at $1.54M in Q2 2023.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.