Ownership history in STRATEGY ASSET MANAGERS LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which STRATEGY ASSET MANAGERS LLC reported a position in BROADCOM LTD (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 STRATEGY ASSET MANAGERS LLC outperformed the S&P 500 by +50.9% annually on this AVGO position. Timing score: 25% (5/20 decisions correct). Average cost basis: $163.09. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 50.9% per year on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 20 add/trim decisions correct
Best entry: $20.29 (2017 Q4) Β· Worst: $345.38 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 11 trims. Bought during 2 of 6 down-price quarters. π More buys than sells across the holding period.
π STRATEGY ASSET MANAGERS LLC has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 5.36% 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