SRS Investment Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,820,080
Closed -$311M 23
2019
Q2
$311M Sell
10,820,080
-7,183,920
-40% -$207M 6.66% 4
2019
Q1
$541M Buy
18,004,000
+5,500,000
+44% +$165M 12.2% 3
2018
Q4
$318M Hold
12,504,000
10.02% 3
2018
Q3
$309M Hold
12,504,000
6.36% 5
2018
Q2
$303M Buy
12,504,000
+127,070
+1% +$3.08M 5.66% 5
2018
Q1
$292M Buy
12,376,930
+5,774,670
+87% +$136M 5.74% 5
2017
Q4
$170M Buy
+6,602,260
New +$170M 4.41% 8