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Muhlenkamp & Co’s Broadcom AVGO Stock Holding History

Muhlenkamp & Co’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
2024
Q3 		– Sell
-81,290
Closed -$13.1M – 29
2024
Q2 		$13.1M Sell
81,290
-77,560
-49% -$10.9M 4.07% 11
2024
Q1 		$21.1M Buy
158,850
+2,540
+2% +$315K 6.12% 1
2023
Q4 		$17.4M Sell
156,310
-3,250
-2% -$308K 5.71% 3
2023
Q3 		$13.3M Sell
159,560
-790
-0.5% -$68.5K 4.57% 7
2023
Q2 		$13.9M Buy
+160,350
New +$11.4M 4.93% 6
2022
Q4 		$8.99M Sell
160,800
-160
-0.1% -$8.02K 3.81% 15
2022
Q3 		$7.15M Buy
160,960
+230
+0.1% +$11.8K 3.19% 18
2022
Q2 		$7.81M Sell
160,730
-600
-0.4% -$33.7K 3.66% 16
2022
Q1 		$10.2M Sell
161,330
-57,190
-26% -$3.4M 3.54% 15
2021
Q4 		$14.5M Sell
218,520
-25,180
-10% -$1.42M 5.07% 5
2021
Q3 		$11.8M Sell
243,700
-410
-0.2% -$19.9K 4.54% 8
2021
Q2 		$11.6M Buy
244,110
+410
+0.2% +$19K 4.27% 9
2021
Q1 		$11.7M Sell
243,700
-100
-0% -$4.62K 4.32% 9
2020
Q4 		$10.7M Buy
243,800
+830
+0.3% +$32.4K 4.3% 6
2020
Q3 		$8.85M Buy
242,970
+1,440
+0.6% +$48.2K 4.58% 9
2020
Q2 		$7.62M Buy
+241,530
New +$6.76M 4.08% 9
2019
Q4 		$7.62M Buy
241,180
+39,450
+20% +$1.2M 3.33% 12
2019
Q3 		$5.57M Sell
201,730
-64,880
-24% -$1.84M 2.72% 19
2019
Q2 		$7.67M Sell
266,610
-860
-0.3% -$25.1K 3.73% 13
2019
Q1 		$8.04M Buy
+267,470
New +$7.25M 3.81% 12

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Muhlenkamp & Co's AVGO Position: Q3 2024 in Review

Muhlenkamp & Co sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 81,290 shares — an estimated $13.1M sold.

Muhlenkamp & Co first reported a position in AVGO in Q1 2019 and held it in 20 quarters. The position peaked at $21.1M in Q1 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Muhlenkamp & Co reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
  • Muhlenkamp & Co sold 81,290 Broadcom shares in Q3 2024, an estimated $13.1M.
  • Muhlenkamp & Co first reported a position in Broadcom in Q1 2019 and held it in 20 quarters.
  • Muhlenkamp & Co's Broadcom position peaked at $21.1M in Q1 2024.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Muhlenkamp & Co's 13F filing for Q3 2024, filed 12 Nov 2024.