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Swarthmore Group’s Broadcom AVGO Stock Holding History

Swarthmore 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
2022
Q2 		$507K Sell
10,430
-96,440
-90% -$5.41M 0.2% 8
2022
Q1 		$6.73M Buy
106,870
+103,080
+2,720% +$6.12M 1.72% 13
2021
Q4 		$252K Buy
+3,790
New +$213K 0.06% 56
2018
Q2 		– Sell
-409,750
Closed -$9.66M – 32
2018
Q1 		$9.66M Buy
409,750
+70,250
+21% +$1.77M 2.3% 9
2017
Q4 		$8.72M Buy
339,500
+330,500
+3,672% +$8.59M 1.86% 16
2017
Q3 		$218K Buy
+9,000
New +$223K 0.05% 55

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Swarthmore Group's AVGO Position: Q2 2022 in Review

Swarthmore Group reduced its Broadcom (AVGO) stake by 90% in Q2 2022, selling an estimated $5.41M and leaving 10,430 shares worth $507K. The position accounts for 0.2% of the portfolio, ranked #8.

Swarthmore Group first reported a position in AVGO in Q3 2017 and has held it in 6 quarters since. The position peaked at $9.66M in Q1 2018. 1,999 funds tracked by Wall St. Rank hold AVGO as of Q2 2022.

  • Swarthmore Group held 10,430 shares of Broadcom worth $507K as of Q2 2022.
  • Swarthmore Group sold 96,440 Broadcom shares in Q2 2022, an estimated $5.41M.
  • Broadcom made up 0.2% of Swarthmore Group's portfolio in Q2 2022, its #8 holding.
  • Swarthmore Group first reported a position in Broadcom in Q3 2017 and has held it in 6 quarters since.
  • Swarthmore Group's Broadcom position peaked at $9.66M in Q1 2018.
  • 1,999 funds tracked by Wall St. Rank held Broadcom as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.