Isomer Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-304,000
Closed -$9.61M 16
2019
Q4
$9.61M Sell
304,000
-664,000
-69% -$20.2M 2.65% 12
2019
Q3
$26.7M Sell
968,000
-132,000
-12% -$3.75M 8.63% 5
2019
Q2
$31.7M Sell
1,100,000
-150,000
-12% -$4.37M 9.68% 4
2019
Q1
$37.6M Buy
1,250,000
+650,000
+108% +$17.6M 11.31% 4
2018
Q4
$15.3M Buy
+600,000
New +$14.2M 9.16% 5

Other funds holding AVGO

Isomer Partners's AVGO Position: Q1 2020 in Review

Isomer Partners sold out of Broadcom (AVGO) in Q1 2020, closing a stake of 304,000 shares — an estimated $9.61M sold.

Isomer Partners first reported a position in AVGO in Q4 2018 and held it in 5 quarters. The position peaked at $37.6M in Q1 2019. 1,297 funds tracked by Wall St. Rank hold AVGO as of Q1 2020.

  • Isomer Partners reported no remaining Broadcom position as of Q1 2020 after selling out during the quarter.
  • Isomer Partners sold 304,000 Broadcom shares in Q1 2020, an estimated $9.61M.
  • Isomer Partners first reported a position in Broadcom in Q4 2018 and held it in 5 quarters.
  • Isomer Partners's Broadcom position peaked at $37.6M in Q1 2019.
  • 1,297 funds tracked by Wall St. Rank held Broadcom as of Q1 2020.

Based on Isomer Partners's 13F filing for Q1 2020, filed 15 May 2020.