Echo Street Capital Management’s Broadcom AVGO Stock Holding History

Echo Street Capital 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	–	Sell	-2,610	Closed	-$217K	–	45
2023 Q3	$217K	Buy	+2,610	New	+$226K	﹤0.01%	423
2022 Q3	–	Sell	-15,020	Closed	-$730K	–	554
2022 Q2	$730K	Buy	15,020 +6,930	+86%	+$389K	0.01%	223
2022 Q1	$509K	Buy	+8,090	New	+$481K	﹤0.01%	395

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Echo Street Capital Management's AVGO Position: Q4 2023 in Review

Echo Street Capital Management sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 2,610 shares — an estimated $217K sold.

Echo Street Capital Management first reported a position in AVGO in Q1 2022 and held it in 3 quarters. The position peaked at $730K in Q2 2022. 2,877 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Echo Street Capital Management reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,610 Broadcom shares in Q4 2023, an estimated $217K.
Echo Street Capital Management first reported a position in Broadcom in Q1 2022 and held it in 3 quarters.
Echo Street Capital Management's Broadcom position peaked at $730K in Q2 2022.
2,877 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.