Gates Foundation Trust’s Broadcom AVGO Stock Holding History

Gates Foundation Trust’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	-65,000	Closed	-$5.4M	–	32
2023 Q3	$5.4M	Buy	+65,000	New	+$5.63M	0.01%	28

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

Gates Foundation Trust's AVGO Position: Q4 2023 in Review

Gates Foundation Trust sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 65,000 shares — an estimated $5.4M sold.

Gates Foundation Trust first reported a position in AVGO in Q3 2023 and held it in 1 quarter. The position peaked at $5.4M in Q3 2023. 2,874 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Gates Foundation Trust reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Gates Foundation Trust sold 65,000 Broadcom shares in Q4 2023, an estimated $5.4M.
Gates Foundation Trust first reported a position in Broadcom in Q3 2023 and held it in 1 quarter.
Gates Foundation Trust's Broadcom position peaked at $5.4M in Q3 2023.
2,874 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.