Broadcom Stock (AVGO) Falls as Goldman Sachs Removes It From the ‘Conviction List’
The bank sees the market rally broadening out beyond AI.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 2,618,707 | $245,268,098 | -7% | 0.72% |
| 2. | Hosking Partners Jeremy Hosking | 522,169 | $48,906,349 | -5% | 1.63% |
| 3. | RWC Asset Management Tord Stallvik (Ceo) | 182,031 | $17,049,023 | -21% | 0.65% |
| 4. | Levin Easterly Partners John Murphy | 85,500 | $8,007,930 | +613% | 0.41% |
| 5. | 53,200 | $4,982,712 | +30% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.90 | 10,000 | $438,967.00 | 20,000 | 2024-07-12 | Filing | |
| $49.50 | 10,000 | $494,955.00 | 10,000 | 2024-05-01 | Filing | |
| $30.75 | 10,000 | $307,500.00 | 27,470 | 2023-10-27 | Filing | |
| $33.09 | 10,000 | $330,900.00 | 17,470 | 2023-10-18 | Filing | |
| $32.83 | 5,000 | $164,125.00 | 25,360 | 2023-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $94.12 | 3,100 | $291,756.50 | 32,525 | 2026-08-05 | Filing | |
| $93.55 | 40,460 | $3,785,154.38 | 104,404 | 2026-08-05 | Filing | |
| $92.98 | 39,900 | $3,709,941.90 | 424,704 | 2026-08-04 | Filing | |
| $92.72 | 35,000 | $3,245,165.00 | 95,025 | 2026-08-04 | Filing | |
| $92.80 | 206,510 | $19,163,301.96 | 1,363,448 | 2026-08-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 45,106,139 | $4,224,641,007 | 0.06% | |
| 2. | 24,129,558 | $2,259,974,402 | 0.07% | |
| 3. | 12,627,009 | $1,182,645,693 | 0.19% | |
| 4. | 3,881,580 | $363,548,767 | 0.81% | |
| 5. | 2,575,215 | $241,114,776 | 0.21% |