Lumina Fund Management’s Broadcom AVGO Stock Holding History

Lumina Fund 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
2023 Q4	–	Sell	-20,000	Closed	-$1.66M	–	11
2023 Q3	$1.66M	Hold	20,000	–	–	0.57%	7
2023 Q2	$1.74M	Hold	20,000	–	–	0.74%	8
2023 Q1	$1.28M	Hold	20,000	–	–	0.6%	11
2022 Q4	$1.12M	Hold	20,000	–	–	0.42%	15
2022 Q3	$888K	Hold	20,000	–	–	0.34%	16
2022 Q2	$972K	Hold	20,000	–	–	0.37%	17
2022 Q1	$1.26M	Sell	20,000 -10,000	-33%	-$594K	0.4%	15
2021 Q4	$2M	Hold	30,000	–	–	0.62%	10
2021 Q3	$1.46M	Hold	30,000	–	–	0.52%	10
2021 Q2	$1.43M	Hold	30,000	–	–	0.66%	12
2021 Q1	$1.39M	Hold	30,000	–	–	0.53%	12
2020 Q4	$1.31M	Hold	30,000	–	–	0.54%	12
2020 Q3	$1.09M	Hold	30,000	–	–	0.66%	13
2020 Q2	$947K	Hold	30,000	–	–	0.55%	14
2020 Q1	$711K	Buy	+30,000	New	+$845K	0.4%	15

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumina Fund Management's AVGO Position: Q4 2023 in Review

Lumina Fund Management sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 20,000 shares — an estimated $1.66M sold.

Lumina Fund Management first reported a position in AVGO in Q1 2020 and held it in 15 quarters. The position peaked at $2M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

Lumina Fund Management reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
Lumina Fund Management sold 20,000 Broadcom shares in Q4 2023, an estimated $1.66M.
Lumina Fund Management first reported a position in Broadcom in Q1 2020 and held it in 15 quarters.
Lumina Fund Management's Broadcom position peaked at $2M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.