Gyroscope Capital Management Group’s Broadcom AVGO Stock Holding History

Gyroscope Capital Management Group’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 Q3	$670K	Sell	8,070 -2,930	-27%	-$254K	0.15%	108
2023 Q2	$954K	Sell	11,000 -2,000	-15%	-$143K	0.22%	87
2023 Q1	$834K	Buy	13,000 +4,000	+44%	+$241K	0.21%	85
2022 Q4	$503K	Sell	9,000 -1,000	-10%	-$50.1K	0.15%	96
2022 Q3	$444K	Buy	10,000 +1,000	+11%	+$51.1K	0.17%	97
2022 Q2	$437K	Hold	9,000	–	–	0.15%	96
2022 Q1	$567K	Hold	9,000	–	–	0.19%	80
2021 Q4	$599K	Sell	9,000 -21,000	-70%	-$1.18M	0.21%	90
2021 Q3	$1.46M	Buy	+30,000	New	+$1.46M	0.55%	43
2020 Q3	–	Sell	-26,750	Closed	-$844K	–	115
2020 Q2	$844K	Sell	26,750 -3,000	-10%	-$84K	0.38%	49
2020 Q1	$705K	Sell	29,750 -1,010	-3%	-$28.5K	0.33%	54
2019 Q4	$972K	Buy	30,760 +1,720	+6%	+$52.2K	0.35%	52
2019 Q3	$797K	Buy	29,040 +480	+2%	+$13.6K	0.32%	56
2019 Q2	$807K	Buy	28,560 +470	+2%	+$13.7K	0.3%	59
2019 Q1	$889K	Sell	28,090 -12,560	-31%	-$341K	0.34%	53
2018 Q4	$1.03M	Buy	40,650 +18,180	+81%	+$429K	0.39%	55
2018 Q3	$549K	Buy	+22,470	New	+$504K	0.23%	59
2017 Q1	–	Sell	-16,230	Closed	-$287K	–	101
2016 Q4	$287K	Sell	16,230 -3,690	-19%	-$63.9K	0.19%	62
2016 Q3	$344K	Sell	19,920 -6,750	-25%	-$113K	0.26%	46
2016 Q2	$414K	Sell	26,670 -1,680	-6%	-$25.6K	0.34%	47
2016 Q1	$438K	Sell	28,350 -1,560	-5%	-$21.1K	0.34%	52
2015 Q4	$434K	Buy	29,910 +1,010	+3%	+$13.1K	0.34%	54
2015 Q3	$361K	Buy	+28,900	New	+$365K	0.31%	53

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gyroscope Capital Management Group's AVGO Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its Broadcom (AVGO) stake by 27% in Q3 2023, selling an estimated $254K and leaving 8,070 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #108.

Gyroscope Capital Management Group first reported a position in AVGO in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.46M in Q3 2021. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Gyroscope Capital Management Group held 8,070 shares of Broadcom worth $670K as of Q3 2023.
Gyroscope Capital Management Group sold 2,930 Broadcom shares in Q3 2023, an estimated $254K.
Broadcom made up 0.15% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #108 holding.
Gyroscope Capital Management Group first reported a position in Broadcom in Q3 2015 and has held it in 23 quarters since.
Gyroscope Capital Management Group's Broadcom position peaked at $1.46M in Q3 2021.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.