Stewart & Patten Company’s Broadcom AVGO Stock Holding History

Stewart & Patten Company’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 Q1	$25M	Sell	188,270 -16,920	-8%	-$2.1M	3.73%	10
2023 Q4	$22.9M	Sell	205,190 -1,000	-0.5%	-$94.7K	3.58%	11
2023 Q3	$17.1M	Sell	206,190 -1,410	-0.7%	-$122K	2.98%	16
2023 Q2	$18M	Sell	207,600 -3,650	-2%	-$260K	2.94%	18
2023 Q1	$13.6M	Buy	211,250 +9,260	+5%	+$557K	2.3%	22
2022 Q4	$11.3M	Buy	201,990 +30,430	+18%	+$1.53M	1.97%	23
2022 Q3	$7.62M	Buy	171,560 +9,010	+6%	+$460K	1.47%	25
2022 Q2	$7.9M	Buy	162,550 +10,940	+7%	+$614K	1.44%	27
2022 Q1	$9.55M	Buy	151,610 +10,180	+7%	+$605K	1.53%	28
2021 Q4	$9.41M	Buy	141,430 +13,040	+10%	+$733K	1.41%	28
2021 Q3	$6.23M	Buy	128,390 +40,340	+46%	+$1.96M	1.02%	30
2021 Q2	$4.2M	Buy	88,050 +54,790	+165%	+$2.54M	0.67%	31
2021 Q1	$1.54M	Buy	+33,260	New	+$1.54M	0.25%	33

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return