Egerton Capital (UK)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-7,039,640
Closed -$166M 33
2018
Q1
$166M Sell
7,039,640
-4,814,400
-41% -$113M 1.35% 29
2017
Q4
$305M Sell
11,854,040
-3,076,200
-21% -$79M 2.67% 17
2017
Q3
$362M Buy
14,930,240
+7,914,600
+113% +$192M 3.24% 15
2017
Q2
$163M Buy
+7,015,640
New +$163M 1.64% 22