Yorktown Management & Research Company’s Broadcom AVGO Stock Holding History

Yorktown Management & Research 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
2022 Q1	–	Sell	-5,650	Closed	-$376K	–	225
2021 Q4	$376K	Hold	5,650	–	–	0.25%	156
2021 Q3	$274K	Hold	5,650	–	–	0.21%	195
2021 Q2	$269K	Hold	5,650	–	–	0.21%	197
2021 Q1	$262K	Sell	5,650 -6,750	-54%	-$312K	0.22%	168
2020 Q4	$543K	Sell	12,400 -10,000	-45%	-$390K	0.49%	59
2020 Q3	$816K	Buy	22,400 +900	+4%	+$30.1K	0.76%	18
2020 Q2	$679K	Sell	21,500 -23,500	-52%	-$658K	0.61%	19
2020 Q1	$1.07M	Sell	45,000 -14,000	-24%	-$394K	1.08%	4
2019 Q4	$1.86M	Hold	59,000	–	–	1%	4
2019 Q3	$1.63M	Hold	59,000	–	–	0.88%	5
2019 Q2	$1.7M	Hold	59,000	–	–	0.64%	34
2019 Q1	$1.77M	Buy	59,000 +6,000	+11%	+$163K	0.57%	38
2018 Q4	$1.35M	Hold	53,000	–	–	0.45%	56
2018 Q3	$1.31M	Buy	53,000 +13,000	+33%	+$292K	0.38%	70
2018 Q2	$971K	Buy	+40,000	New	+$981K	0.28%	98
2018 Q1	–	Sell	-40,000	Closed	-$1.03M	–	374
2017 Q4	$1.03M	Buy	+40,000	New	+$1.04M	0.3%	86
2017 Q3	–	Sell	-10,000	Closed	-$233K	–	374
2017 Q2	$233K	Hold	10,000	–	–	0.07%	258
2017 Q1	$219K	Buy	+10,000	New	+$206K	0.06%	303

Other funds holding AVGO

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's AVGO Position: Q1 2022 in Review

Yorktown Management & Research Company sold out of Broadcom (AVGO) in Q1 2022, closing a stake of 5,650 shares — an estimated $376K sold.

Yorktown Management & Research Company first reported a position in AVGO in Q1 2017 and held it in 18 quarters. The position peaked at $1.86M in Q4 2019. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

Yorktown Management & Research Company reported no remaining Broadcom position as of Q1 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 5,650 Broadcom shares in Q1 2022, an estimated $376K.
Yorktown Management & Research Company first reported a position in Broadcom in Q1 2017 and held it in 18 quarters.
Yorktown Management & Research Company's Broadcom position peaked at $1.86M in Q4 2019.
2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Yorktown Management & Research Company's 13F filing for Q1 2022, filed 29 Apr 2022.