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M.D. Sass LLC’s Broadcom AVGO Stock Holding History

M.D. Sass LLC’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
Q1 		– Sell
-79,000
Closed -$2.01M – 54
2018
Q4 		$2.01M Sell
79,000
-200,000
-72% -$4.72M 0.34% 35
2018
Q3 		$6.88M Sell
279,000
-893,350
-76% -$20M 0.91% 28
2018
Q2 		$28.4M Sell
1,172,350
-131,420
-10% -$3.22M 3.58% 10
2018
Q1 		$30.7M Buy
+1,303,770
New +$32.8M 3.58% 11

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

M.D. Sass LLC's AVGO Position: Q1 2019 in Review

M.D. Sass LLC sold out of Broadcom (AVGO) in Q1 2019, closing a stake of 79,000 shares — an estimated $2.01M sold.

M.D. Sass LLC first reported a position in AVGO in Q1 2018 and held it in 4 quarters. The position peaked at $30.7M in Q1 2018. 1,223 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

  • M.D. Sass LLC reported no remaining Broadcom position as of Q1 2019 after selling out during the quarter.
  • M.D. Sass LLC sold 79,000 Broadcom shares in Q1 2019, an estimated $2.01M.
  • M.D. Sass LLC first reported a position in Broadcom in Q1 2018 and held it in 4 quarters.
  • M.D. Sass LLC's Broadcom position peaked at $30.7M in Q1 2018.
  • 1,223 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on M.D. Sass LLC's 13F filing for Q1 2019, filed 15 May 2019.