AVGO — Broadcom Inc

Ownership history in Rosenbaum Jay D.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in Broadcom Inc (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.94% (2024 Q3)
Avg. % of fund
2.65%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 1,530 +1,208 +375.2% 3.94% $264K $170.50
2024 Q2 ADDED 322 +97 +43.1% 2.93% $517K $158.17
2024 Q1 REDUCED 225 -481 -68.1% 1.69% $298K $130.16
2023 Q4 INITIATED 706 — — 2.04% $788K —
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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