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Lathrop Investment Management’s Broadcom AVGO Stock Holding History

Lathrop 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
2024
Q4 		– Sell
-1,310
Closed -$226K – 87
2024
Q3 		$226K Hold
1,310
– – 0.04% 83
2024
Q2 		$210K Buy
+1,310
New +$184K 0.04% 80

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lathrop Investment Management's AVGO Position: Q4 2024 in Review

Lathrop Investment Management sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 1,310 shares — an estimated $226K sold.

Lathrop Investment Management first reported a position in AVGO in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Lathrop Investment Management reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • Lathrop Investment Management sold 1,310 Broadcom shares in Q4 2024, an estimated $226K.
  • Lathrop Investment Management first reported a position in Broadcom in Q2 2024 and held it in 2 quarters.
  • Lathrop Investment Management's Broadcom position peaked at $226K in Q3 2024.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Lathrop Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.