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Stralem & Co’s Broadcom AVGO Stock Holding History

Stralem & Co’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
2020
Q2 		$5.34M Sell
169,100
-6,850
-4% -$192K 3.4% 7
2020
Q1 		$4.17M Sell
175,950
-11,250
-6% -$317K 3.1% 16
2019
Q4 		$5.92M Sell
187,200
-13,600
-7% -$413K 3.31% 6
2019
Q3 		$5.54M Sell
200,800
-2,250
-1% -$64K 3.2% 14
2019
Q2 		$5.84M Sell
203,050
-47,650
-19% -$1.39M 3.18% 15
2019
Q1 		$7.54M Sell
250,700
-3,000
-1% -$81.3K 3.45% 1
2018
Q4 		$6.45M Sell
253,700
-110,200
-30% -$2.6M 3.08% 13
2018
Q3 		$8.98M Sell
363,900
-21,500
-6% -$482K 2.67% 25
2018
Q2 		$9.35M Sell
385,400
-208,000
-35% -$5.1M 2.76% 24
2018
Q1 		$14M Sell
593,400
-81,800
-12% -$2.06M 2.78% 22
2017
Q4 		$17.3M Sell
675,200
-171,000
-20% -$4.45M 2.95% 22
2017
Q3 		$20.5M Sell
846,200
-275,000
-25% -$6.8M 2.95% 17
2017
Q2 		$26.1M Buy
+1,121,200
New +$26M 3.06% 13

Other funds holding AVGO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stralem & Co's AVGO Position: Q2 2020 in Review

Stralem & Co reduced its Broadcom (AVGO) stake by 3.9% in Q2 2020, selling an estimated $192K and leaving 169,100 shares worth $5.34M. The position accounts for 3.4% of the portfolio, ranked #7.

Stralem & Co first reported a position in AVGO in Q2 2017 and has held it in 13 quarters since. The position peaked at $26.1M in Q2 2017. 1,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2020.

  • Stralem & Co held 169,100 shares of Broadcom worth $5.34M as of Q2 2020.
  • Stralem & Co sold 6,850 Broadcom shares in Q2 2020, an estimated $192K.
  • Broadcom made up 3.4% of Stralem & Co's portfolio in Q2 2020, its #7 holding.
  • Stralem & Co first reported a position in Broadcom in Q2 2017 and has held it in 13 quarters since.
  • Stralem & Co's Broadcom position peaked at $26.1M in Q2 2017.
  • 1,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.