Osborn Williams & Donohoe’s Broadcom AVGO Stock Holding History

Osborn Williams & Donohoe’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	$3.09M	Buy	130,200 +15,490	+14%	+$436K	0.41%	71
2019 Q4	$3.63M	Buy	114,710 +11,870	+12%	+$360K	0.36%	77
2019 Q3	$2.84M	Buy	102,840 +9,250	+10%	+$263K	0.29%	94
2019 Q2	$2.69M	Buy	93,590 +10,700	+13%	+$312K	0.28%	98
2019 Q1	$2.56M	Buy	82,890 +7,300	+10%	+$198K	0.26%	104
2018 Q4	$1.92M	Buy	75,590 +6,510	+9%	+$154K	0.34%	75
2018 Q3	$1.7M	Buy	69,080 +9,080	+15%	+$204K	0.27%	95
2018 Q2	$1.46M	Buy	60,000 +13,350	+29%	+$327K	0.25%	97
2018 Q1	$1.1M	Buy	46,650 +12,850	+38%	+$324K	0.19%	109
2017 Q4	$868K	Buy	33,800 +370	+1%	+$9.62K	0.15%	119
2017 Q3	$811K	Buy	33,430 +6,300	+23%	+$156K	0.15%	118
2017 Q2	$632K	Hold	27,130	–	–	0.11%	141
2017 Q1	$594K	Buy	+27,130	New	+$559K	0.11%	146

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return