Ownership history in Smartleaf Asset Management LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Smartleaf Asset Management LLC 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 β sourced directly from SEC EDGAR 13F filings.
π Smartleaf Asset Management LLC outperformed the S&P 500 by +55.2% annually on this AVGO position. Timing score: 57% (4/7 decisions correct). Average cost basis: $234.42. Maximum drawdown during holding period: β27.6%.
π₯ Exceptional β beat the S&P 500 by 55.2% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $129.89 (2024 Q1) Β· Worst: $345.38 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.84% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size