Lourd Capital’s Broadcom AVGO Stock Holding History

Lourd Capital’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
2019 Q2	$225K	Buy	7,820 +530	+7%	+$15.4K	0.02%	118
2019 Q1	$219K	Sell	7,290 -4,470	-38%	-$121K	0.02%	116
2018 Q4	$299K	Buy	11,760 +2,170	+23%	+$51.2K	0.02%	195
2018 Q3	$237K	Buy	+9,590	New	+$215K	0.02%	273
2018 Q1	–	Sell	-20,500	Closed	-$527K	–	135
2017 Q4	$527K	Buy	20,500 +6,580	+47%	+$171K	0.03%	149
2017 Q3	$338K	Sell	13,920 -1,220	-8%	-$30.2K	0.03%	86
2017 Q2	$353K	Buy	15,140 +1,440	+11%	+$33.4K	0.03%	78
2017 Q1	$300K	Buy	+13,700	New	+$282K	0.03%	84

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Lourd Capital's AVGO Position: Q2 2019 in Review

Lourd Capital increased its Broadcom (AVGO) stake by 7.3% in Q2 2019, buying an estimated $15.4K and bringing the position to 7,820 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #118.

Lourd Capital first reported a position in AVGO in Q1 2017 and has held it in 8 quarters since. The position peaked at $527K in Q4 2017. 1,243 funds tracked by Wall St. Rank hold AVGO as of Q2 2019.

Lourd Capital held 7,820 shares of Broadcom worth $225K as of Q2 2019.
Lourd Capital bought 530 Broadcom shares in Q2 2019, an estimated $15.4K.
Broadcom made up 0.02% of Lourd Capital's portfolio in Q2 2019, its #118 holding.
Lourd Capital first reported a position in Broadcom in Q1 2017 and has held it in 8 quarters since.
Lourd Capital's Broadcom position peaked at $527K in Q4 2017.
1,243 funds tracked by Wall St. Rank held Broadcom as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.