MF
AVGO icon

MHI Funds’s Broadcom AVGO Stock Holding History

MHI Funds’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
2020
Q1 		$1.26M Sell
53,250
-30,160
-36% -$850K 3.64% 7
2019
Q4 		$2.64M Sell
83,410
-5,950
-7% -$181K 3.36% 9
2019
Q3 		$2.47M Sell
89,360
-1,380
-2% -$39.2K 2.87% 16
2019
Q2 		$2.61M Sell
90,740
-460
-0.5% -$13.4K 3.06% 12
2019
Q1 		$2.74M Sell
91,200
-21,100
-19% -$572K 3.18% 6
2018
Q4 		$2.86M Buy
112,300
+3,410
+3% +$80.5K 3.02% 7
2018
Q3 		$2.69M Buy
+108,890
New +$2.44M 2.27% 22

Other funds holding AVGO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MHI Funds's AVGO Position: Q1 2020 in Review

MHI Funds reduced its Broadcom (AVGO) stake by 36% in Q1 2020, selling an estimated $850K and leaving 53,250 shares worth $1.26M. The position accounts for 3.64% of the portfolio, ranked #7.

MHI Funds first reported a position in AVGO in Q3 2018 and has held it in 7 quarters since. The position peaked at $2.86M in Q4 2018. 1,298 funds tracked by Wall St. Rank hold AVGO as of Q1 2020.

  • MHI Funds held 53,250 shares of Broadcom worth $1.26M as of Q1 2020.
  • MHI Funds sold 30,160 Broadcom shares in Q1 2020, an estimated $850K.
  • Broadcom made up 3.64% of MHI Funds's portfolio in Q1 2020, its #7 holding.
  • MHI Funds first reported a position in Broadcom in Q3 2018 and has held it in 7 quarters since.
  • MHI Funds's Broadcom position peaked at $2.86M in Q4 2018.
  • 1,298 funds tracked by Wall St. Rank held Broadcom as of Q1 2020.

Based on MHI Funds's 13F filing for Q1 2020, filed 5 May 2020.