SEC 13F Intelligence

Eagle Ridge Investment Management / AVGO

Eagle Ridge Investment Management’s Broadcom Inc Position

Does Eagle Ridge Investment Management own Broadcom Inc (AVGO)? Yes324.0K shares worth $75M (+6.55% of its 13F portfolio) as of Q4 2024, down from 332.4K shares the prior filed quarter.

Position Value
$75M
Q4 2024
Shares
324.0K
% of Portfolio
+6.55%
Quarters Held
25
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $12MQ4 ’22: $16MQ4 ’22Q1 ’23: $30MQ2 ’23: $41MQ3 ’23: $35MQ4 ’23: $46MQ4 ’23Q1 ’24: $53MQ2 ’24: $54MQ3 ’24: $57MQ4 ’24: $75MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024324.0K$75M+6.55%
Q3 2024332.4K$57M+5.03%
Q2 202433.8K$54M+5.02%
Q1 202439.7K$53M+4.84%
Q4 202341.0K$46M+4.49%
Q3 202341.7K$35M+3.77%
Q2 202347.3K$41M+4.31%
Q1 202347.3K$30M+3.41%
Q4 202227.8K$16M+1.82%
Q3 202227.9K$12M+1.55%
Q2 202228.0K$14M+1.64%
Q1 202228.1K$18M+1.89%
Q4 202128.4K$19M+1.98%
Q3 202128.6K$14M+1.55%
Q2 202128.5K$14M+1.58%
Q1 202128.4K$13M+1.59%
Q4 202028.0K$12M+1.55%
Q3 202028.0K$10M+1.43%
Q2 202027.8K$9M+1.33%
Q1 202029.2K$7M+1.20%
Q4 201929.6K$9M+1.26%
Q3 201929.8K$8M+1.19%
Q2 201929.7K$9M+1.24%
Q1 201929.2K$9M+1.29%
Q4 201829.8K$8M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of AVGO.