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H.L. Ormond & Company’s Broadcom AVGO Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$359K Buy
8,070
+3,160
+64% +$161K 0.58% 71
2022
Q2 		$239K Sell
4,910
-3,260
-40% -$183K 0.39% 83
2022
Q1 		$514K Buy
8,170
+940
+13% +$55.8K 0.63% 69
2021
Q4 		$434K Buy
+7,230
New +$406K 0.51% 74

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H.L. Ormond & Company's AVGO Position: Q3 2022 in Review

H.L. Ormond & Company increased its Broadcom (AVGO) stake by 64% in Q3 2022, buying an estimated $161K and bringing the position to 8,070 shares worth $359K. The position accounts for 0.58% of the portfolio, ranked #71.

H.L. Ormond & Company first reported a position in AVGO in Q4 2021 and has held it in 4 quarters since. The position peaked at $514K in Q1 2022. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

  • H.L. Ormond & Company held 8,070 shares of Broadcom worth $359K as of Q3 2022.
  • H.L. Ormond & Company bought 3,160 Broadcom shares in Q3 2022, an estimated $161K.
  • Broadcom made up 0.58% of H.L. Ormond & Company's portfolio in Q3 2022, its #71 holding.
  • H.L. Ormond & Company first reported a position in Broadcom in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Broadcom position peaked at $514K in Q1 2022.
  • 2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.