Number of Shares
51,340.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
2.66%
Total Estimate Gain
$13.10 Mil
% of Total Estimate Gain
359.46%

Aristotle Core Equity Fund's Broadcom Inc Holding Summary

As of 2023-09-30, Investment Managers Series Trust held 51,340.00 shares of Broadcom Inc(AVGO), totaling $4.26 Mil. This investment constitutes 2.66% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q1. And since then Aristotle Core Equity Fund has made 9 purchases of AVGO, at an average price of $39.62, for a total of 92,010.00 shares. In addition, there have been 5 sales at an average price of $65.68 for 40,670.00 shares. Based on historical transaction data and AVGO's current price of $274.18, Aristotle Core Equity Fund's estimated gain on his AVGO holdings is $13.10 Mil, reflecting a 359.46% gain to date.

Aristotle Core Equity Fund AVGO ($274.18) Holding Chart

Aristotle Core Equity Fund AVGO ($274.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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