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Cavalry Management Group’s Broadcom AVGO Stock Holding History

Cavalry Management 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
2024
Q3 		$1.02M Buy
5,919
+4,719
+393% +$757K 4.58% 12
2024
Q2 		$193K Sell
1,200
-2,410
-67% -$338K 2.66% 18
2024
Q1 		$134M Buy
+3,610
New +$447K 18.52% 3
2023
Q2 		– Sell
-223,900
Closed -$14.4M – 18
2023
Q1 		$14.4M Sell
223,900
-500,660
-69% -$30.1M 8.25% 5
2022
Q4 		$40.5M Buy
+724,560
New +$36.3M 16.34% 1
2022
Q1 		– Sell
-857,780
Closed -$57.1M – 39
2021
Q4 		$57.1M Buy
+857,780
New +$48.2M 6.48% 4
2020
Q3 		– Sell
-795,530
Closed -$25.1M – 31
2020
Q2 		$25.1M Buy
+795,530
New +$22.3M 3.26% 15
2018
Q1 		– Sell
-51,300
Closed -$1.32M – 23
2017
Q4 		$1.32M Sell
51,300
-865,830
-94% -$22.5M 0.38% 19
2017
Q3 		$22.2M Buy
917,130
+309,000
+51% +$7.64M 5.62% 8
2017
Q2 		$14.2M Buy
608,130
+70,840
+13% +$1.64M 5.62% 6
2017
Q1 		$11.8M Buy
537,290
+108,860
+25% +$2.24M 4.8% 11
2016
Q4 		$7.57M Buy
428,430
+15,440
+4% +$267K 5% 11
2016
Q3 		$7.13M Sell
412,990
-500,190
-55% -$8.37M 5.95% 6
2016
Q2 		$14.2M Buy
913,180
+424,070
+87% +$6.46M 15.38% 1
2016
Q1 		$7.56M Buy
+489,110
New +$6.61M 11.26% 2

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cavalry Management Group's AVGO Position: Q3 2024 in Review

Cavalry Management Group increased its Broadcom (AVGO) stake by 393% in Q3 2024, buying an estimated $757K and bringing the position to 5,919 shares worth $1.02M. The position accounts for 4.58% of the portfolio, ranked #12.

Cavalry Management Group first reported a position in AVGO in Q1 2016 and has held it in 15 quarters since. The position peaked at $134M in Q1 2024. 3,417 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Cavalry Management Group held 5,919 shares of Broadcom worth $1.02M as of Q3 2024.
  • Cavalry Management Group bought 4,719 Broadcom shares in Q3 2024, an estimated $757K.
  • Broadcom made up 4.58% of Cavalry Management Group's portfolio in Q3 2024, its #12 holding.
  • Cavalry Management Group first reported a position in Broadcom in Q1 2016 and has held it in 15 quarters since.
  • Cavalry Management Group's Broadcom position peaked at $134M in Q1 2024.
  • 3,417 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Cavalry Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.