Hermes Investment Management’s Broadcom AVGO Stock Holding History

Hermes Investment Management’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
2018 Q2	$6.91M	Sell	284,960 -4,200	-1%	-$103K	0.09%	136
2018 Q1	$6.81M	Buy	289,160 +215,110	+290%	+$5.42M	0.1%	138
2017 Q4	$1.9M	Sell	74,050 -9,000	-11%	-$234K	0.03%	153
2017 Q3	$2.01M	Sell	83,050 -16,720	-17%	-$413K	0.03%	149
2017 Q2	$2.33M	Sell	99,770 -17,640	-15%	-$409K	0.04%	142
2017 Q1	$2.57M	Sell	117,410 -12,460	-10%	-$257K	0.04%	140
2016 Q4	$2.3M	Sell	129,870 -1,790,650	-93%	-$31M	0.04%	146
2016 Q3	$33.1M	Hold	1,920,520	–	–	0.56%	73
2016 Q2	$29.8M	Sell	1,920,520 -5,000	-0.3%	-$76.2K	0.6%	72
2016 Q1	$30.4M	Hold	1,925,520	–	–	0.64%	64
2015 Q4	$27.9M	Sell	1,925,520 -226,000	-11%	-$2.94M	0.63%	68
2015 Q3	$26.9M	Sell	2,151,520 -1,079,480	-33%	-$13.6M	0.69%	62
2015 Q2	$43M	Hold	3,231,000	–	–	0.97%	28
2015 Q1	$41M	Buy	3,231,000 +24,000	+0.7%	+$275K	0.95%	28
2014 Q4	$32.3M	Sell	3,207,000 -199,000	-6%	-$1.78M	0.83%	34
2014 Q3	$29.6M	Buy	3,406,000 +3,340,000	+5,061%	+$26.1M	0.76%	56
2014 Q2	$476K	Hold	66,000	–	–	0.01%	203
2014 Q1	$425K	Hold	66,000	–	–	0.01%	210
2013 Q4	$349K	Hold	66,000	–	–	0.01%	221
2013 Q3	$285K	Hold	66,000	–	–	0.01%	215
2013 Q2	$247K	Buy	+66,000	New	+$230K	0.01%	236

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hermes Investment Management's AVGO Position: Q2 2018 in Review

Hermes Investment Management reduced its Broadcom (AVGO) stake by 1.5% in Q2 2018, selling an estimated $103K and leaving 284,960 shares worth $6.91M. The position accounts for 0.09% of the portfolio, ranked #136.

Hermes Investment Management first reported a position in AVGO in Q2 2013 and has held it in 21 quarters since. The position peaked at $43M in Q2 2015. 1,028 funds tracked by Wall St. Rank hold AVGO as of Q2 2018.

Hermes Investment Management held 284,960 shares of Broadcom worth $6.91M as of Q2 2018.
Hermes Investment Management sold 4,200 Broadcom shares in Q2 2018, an estimated $103K.
Broadcom made up 0.09% of Hermes Investment Management's portfolio in Q2 2018, its #136 holding.
Hermes Investment Management first reported a position in Broadcom in Q2 2013 and has held it in 21 quarters since.
Hermes Investment Management's Broadcom position peaked at $43M in Q2 2015.
1,028 funds tracked by Wall St. Rank held Broadcom as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.