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Perennial Investment Partners’s Broadcom AVGO Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-359,780
Closed -$3.13M – 7
2014
Q3 		$3.13M Hold
359,780
– – 1.76% 19
2014
Q2 		$2.59M Sell
359,780
-10,000
-3% -$67.1K 1.18% 41
2014
Q1 		$2.38M Sell
369,780
-100,000
-21% -$586K 0.68% 46
2013
Q4 		$2.48M Sell
469,780
-120,220
-20% -$553K 0.71% 43
2013
Q3 		$2.54M Buy
+590,000
New +$2.27M 0.65% 52

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Perennial Investment Partners's AVGO Position: Q4 2014 in Review

Perennial Investment Partners sold out of Broadcom (AVGO) in Q4 2014, closing a stake of 359,780 shares — an estimated $3.13M sold.

Perennial Investment Partners first reported a position in AVGO in Q3 2013 and held it in 5 quarters. The position peaked at $3.13M in Q3 2014. 507 funds tracked by Wall St. Rank hold AVGO as of Q4 2014.

  • Perennial Investment Partners reported no remaining Broadcom position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 359,780 Broadcom shares in Q4 2014, an estimated $3.13M.
  • Perennial Investment Partners first reported a position in Broadcom in Q3 2013 and held it in 5 quarters.
  • Perennial Investment Partners's Broadcom position peaked at $3.13M in Q3 2014.
  • 507 funds tracked by Wall St. Rank held Broadcom as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.