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M&G Investment Management’s Broadcom AVGO Stock Holding History

M&G 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
2023
Q4 		$712M Sell
6,382,010
-728,040
-10% -$68.9M 2.52% 6
2023
Q3 		$591M Sell
7,110,050
-316,520
-4% -$27.4M 2.64% 5
2023
Q2 		$644M Buy
7,426,570
+12,470
+0.2% +$889K 2.58% 5
2023
Q1 		$476M Sell
7,414,100
-100,920
-1% -$6.07M 2.25% 5
2022
Q4 		$420M Buy
7,515,020
+771,630
+11% +$38.7M 2.08% 5
2022
Q3 		$299K Buy
6,743,390
+1,404,360
+26% +$71.7M 1.74% 7
2022
Q2 		$259K Buy
5,339,030
+1,411,390
+36% +$79.2M 1.53% 8
2022
Q1 		$247K Buy
3,927,640
+2,530,110
+181% +$150M 0.48% 12
2021
Q4 		$92.9K Buy
1,397,530
+388,400
+38% +$21.8M 0.24% 48
2021
Q3 		$48.9K Buy
1,009,130
+18,030
+2% +$877K 0.12% 113
2021
Q2 		$47.3K Buy
991,100
+66,690
+7% +$3.09M 0.12% 109
2021
Q1 		$42.9K Sell
924,410
-67,800
-7% -$3.14M 0.13% 82
2020
Q4 		$43.5K Sell
992,210
-274,950
-22% -$10.7M 0.27% 87
2020
Q3 		$46.1M Buy
1,267,160
+20,670
+2% +$692K 0.46% 65
2020
Q2 		$39.4M Buy
1,246,490
+120,990
+11% +$3.39M 0.42% 71
2020
Q1 		$26.7M Buy
1,125,500
+104,930
+10% +$2.96M 0.32% 77
2019
Q4 		$32.3M Buy
+1,020,570
New +$31M 0.28% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&G Investment Management's AVGO Position: Q4 2023 in Review

M&G Investment Management reduced its Broadcom (AVGO) stake by 10% in Q4 2023, selling an estimated $68.9M and leaving 6,382,010 shares worth $712M. The position accounts for 2.52% of the portfolio, ranked #6.

M&G Investment Management first reported a position in AVGO in Q4 2019 and has held it in 17 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • M&G Investment Management held 6,382,010 shares of Broadcom worth $712M as of Q4 2023.
  • M&G Investment Management sold 728,040 Broadcom shares in Q4 2023, an estimated $68.9M.
  • Broadcom made up 2.52% of M&G Investment Management's portfolio in Q4 2023, its #6 holding.
  • M&G Investment Management first reported a position in Broadcom in Q4 2019 and has held it in 17 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.