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Zebra Capital Management’s Broadcom AVGO Stock Holding History

Zebra Capital Management’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
2014
Q1 		– Sell
-55,630
Closed -$294K – 282
2013
Q4 		$294K Sell
55,630
-54,150
-49% -$249K 0.15% 204
2013
Q3 		$473K Sell
109,780
-11,810
-10% -$45.4K 0.37% 108
2013
Q2 		$455K Buy
+121,590
New +$424K 0.38% 97

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zebra Capital Management's AVGO Position: Q1 2014 in Review

Zebra Capital Management sold out of Broadcom (AVGO) in Q1 2014, closing a stake of 55,630 shares — an estimated $294K sold.

Zebra Capital Management first reported a position in AVGO in Q2 2013 and held it in 3 quarters. The position peaked at $473K in Q3 2013. 359 funds tracked by Wall St. Rank hold AVGO as of Q1 2014.

  • Zebra Capital Management reported no remaining Broadcom position as of Q1 2014 after selling out during the quarter.
  • Zebra Capital Management sold 55,630 Broadcom shares in Q1 2014, an estimated $294K.
  • Zebra Capital Management first reported a position in Broadcom in Q2 2013 and held it in 3 quarters.
  • Zebra Capital Management's Broadcom position peaked at $473K in Q3 2013.
  • 359 funds tracked by Wall St. Rank held Broadcom as of Q1 2014.

Based on Zebra Capital Management's 13F filing for Q1 2014, filed 6 May 2014.