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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stewart & Patten Company's AVGO Position: Q1 2024 in Review

Stewart & Patten Company reduced its Broadcom (AVGO) stake by 8.2% in Q1 2024, selling an estimated $2.1M and leaving 188,270 shares worth $25M. The position accounts for 3.73% of the portfolio, ranked #10.

Stewart & Patten Company first reported a position in AVGO in Q1 2021 and has held it in 13 quarters since. 3,073 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • Stewart & Patten Company held 188,270 shares of Broadcom worth $25M as of Q1 2024.
  • Stewart & Patten Company sold 16,920 Broadcom shares in Q1 2024, an estimated $2.1M.
  • Broadcom made up 3.73% of Stewart & Patten Company's portfolio in Q1 2024, its #10 holding.
  • Stewart & Patten Company first reported a position in Broadcom in Q1 2021 and has held it in 13 quarters since.
  • 3,073 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.