EQF
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Evergreen Quality Fund’s Broadcom AVGO Stock Holding History

Evergreen Quality Fund’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 		– Sell
-718,000
Closed -$115M – 16
2024
Q2 		$115M Buy
718,000
+440,000
+158% +$61.7M 4.76% 9
2024
Q1 		$36.8M Buy
+278,000
New +$34.4M 4.5% 8

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Quality Fund's AVGO Position: Q3 2024 in Review

Evergreen Quality Fund sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 718,000 shares — an estimated $115M sold.

Evergreen Quality Fund first reported a position in AVGO in Q1 2024 and held it in 2 quarters. The position peaked at $115M in Q2 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Evergreen Quality Fund reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Evergreen Quality Fund sold 718,000 Broadcom shares in Q3 2024, an estimated $115M.
  • Evergreen Quality Fund first reported a position in Broadcom in Q1 2024 and held it in 2 quarters.
  • Evergreen Quality Fund's Broadcom position peaked at $115M in Q2 2024.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Evergreen Quality Fund's 13F filing for Q3 2024, filed 14 Nov 2024.