Stonnington Group’s Broadcom AVGO Stock Holding History

Stonnington Group’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
2023 Q1	$7.29M	Buy	116,710 +6,050	+5%	+$364K	1.9%	7
2022 Q4	$6.36M	Sell	110,660 -12,720	-10%	-$638K	1.75%	10
2022 Q3	$5.37M	Sell	123,380 -10,510	-8%	-$537K	1.51%	13
2022 Q2	$6.67M	Sell	133,890 -8,000	-6%	-$449K	1.78%	10
2022 Q1	$8.24M	Sell	141,890 -7,590	-5%	-$451K	1.97%	7
2021 Q4	$9.3M	Sell	149,480 -3,200	-2%	-$180K	2%	9
2021 Q3	$7.53M	Buy	152,680 +15,390	+11%	+$748K	1.68%	11
2021 Q2	$6.46M	Buy	137,290 +5,390	+4%	+$250K	1.44%	12
2021 Q1	$5.57M	Buy	+131,900	New	+$6.1M	1.35%	12

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Stonnington Group's AVGO Position: Q1 2023 in Review

Stonnington Group increased its Broadcom (AVGO) stake by 5.5% in Q1 2023, buying an estimated $364K and bringing the position to 116,710 shares worth $7.29M. The position accounts for 1.9% of the portfolio, ranked #7.

Stonnington Group first reported a position in AVGO in Q1 2021 and has held it in 9 quarters since. The position peaked at $9.3M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

Stonnington Group held 116,710 shares of Broadcom worth $7.29M as of Q1 2023.
Stonnington Group bought 6,050 Broadcom shares in Q1 2023, an estimated $364K.
Broadcom made up 1.9% of Stonnington Group's portfolio in Q1 2023, its #7 holding.
Stonnington Group first reported a position in Broadcom in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's Broadcom position peaked at $9.3M in Q4 2021.
2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.