Desjardins Global Asset Management’s Broadcom AVGO Stock Holding History

Desjardins Global Asset Management’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	$7.42M	Sell	66,470 -11,840	-15%	-$1.12M	0.8%	19
2023 Q3	$6.5M	Buy	78,310 +15,310	+24%	+$1.33M	0.71%	18
2023 Q2	$5.46M	Sell	63,000 -2,940	-4%	-$210K	0.63%	29
2023 Q1	$4.23M	Sell	65,940 -78,980	-54%	-$4.75M	0.53%	34
2022 Q4	$8.1M	Sell	144,920 -190	-0.1%	-$9.53K	1.28%	8
2022 Q3	$6.44M	Buy	145,110 +8,550	+6%	+$437K	0.82%	16
2022 Q2	$6.63M	Buy	136,560 +2,320	+2%	+$130K	0.87%	13
2022 Q1	$8.45M	Sell	134,240 -14,510	-10%	-$862K	0.74%	21
2021 Q4	$9.9M	Buy	+148,750	New	+$8.36M	0.85%	19

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

Desjardins Global Asset Management's AVGO Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Broadcom (AVGO) stake by 15% in Q4 2023, selling an estimated $1.12M and leaving 66,470 shares worth $7.42M. The position accounts for 0.8% of the portfolio, ranked #19.

Desjardins Global Asset Management first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.9M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Desjardins Global Asset Management held 66,470 shares of Broadcom worth $7.42M as of Q4 2023.
Desjardins Global Asset Management sold 11,840 Broadcom shares in Q4 2023, an estimated $1.12M.
Broadcom made up 0.8% of Desjardins Global Asset Management's portfolio in Q4 2023, its #19 holding.
Desjardins Global Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Broadcom position peaked at $9.9M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.