Jefferies Group’s Broadcom AVGO Stock Holding History

Jefferies 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
2020 Q2	–	Sell	-107,000	Closed	-$2.54M	–	1318
2020 Q1	$2.54M	Buy	107,000 +43,000	+67%	+$1.21M	0.03%	570
2019 Q4	$2.02M	Sell	64,000 -35,000	-35%	-$1.06M	0.02%	1047
2019 Q3	$2.73M	Buy	99,000 +97,000	+4,850%	+$2.76M	0.02%	881
2019 Q2	$58K	Sell	2,000 -436,000	-100%	-$12.7M	﹤0.01%	2356
2019 Q1	$13.2M	Buy	438,000 +153,000	+54%	+$4.15M	0.11%	152
2018 Q4	$7.25M	Buy	285,000 +42,000	+17%	+$991K	0.06%	278
2018 Q3	$6M	Buy	+243,000	New	+$5.45M	0.04%	461
2018 Q1	–	Sell	-47,000	Closed	-$1.21M	–	2232
2017 Q4	$1.21M	Buy	+47,000	New	+$1.22M	0.01%	1244
2017 Q3	–	Sell	-2,930,000	Closed	-$68.3M	–	2312
2017 Q2	$68.3M	Buy	+2,930,000	New	+$68M	0.46%	24
2016 Q1	–	Sell	-4,244,000	Closed	-$61.6M	–	2195
2015 Q4	$61.6M	Buy	4,244,000 +378,000	+10%	+$4.91M	0.35%	49
2015 Q3	$48.3M	Buy	3,866,000 +915,000	+31%	+$11.6M	0.28%	61
2015 Q2	$39.2M	Buy	2,951,000 +2,815,000	+2,070%	+$36.9M	0.2%	79
2015 Q1	$1.73M	Sell	136,000 -154,000	-53%	-$1.77M	0.01%	813
2014 Q4	$2.92M	Buy	+290,000	New	+$2.59M	0.02%	583
2013 Q3	–	Sell	-570,000	Closed	-$2.13M	–	1922
2013 Q2	$2.13M	Buy	+570,000	New	+$1.99M	0.02%	482

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Jefferies Group's AVGO Position: Q3 2022 in Review

Jefferies Group opened a new position in Broadcom (AVGO) in Q3 2022: 132,120 shares worth $5.87M. The stake represents 0.05% of the portfolio and ranks #313 among its holdings. This is a return to the name: Jefferies Group previously reported a position in AVGO as recently as Q1 2022.

Jefferies Group first reported a position in AVGO in Q2 2013 and has held it in 31 quarters since. The position peaked at $22.6M in Q4 2019. 2,010 funds tracked by Wall St. Rank hold AVGO as of Q3 2022.

Jefferies Group held 132,120 shares of Broadcom worth $5.87M as of Q3 2022.
Broadcom was a new Jefferies Group position in Q3 2022.
Broadcom made up 0.05% of Jefferies Group's portfolio in Q3 2022, its #313 holding.
Jefferies Group first reported a position in Broadcom in Q2 2013 and has held it in 31 quarters since.
Jefferies Group's Broadcom position peaked at $22.6M in Q4 2019.
2,010 funds tracked by Wall St. Rank held Broadcom as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.