Number of Shares
127,210.00
Current Holdings Value*
$21.30 Mil
% of Portfolio
2.63%
Total Estimate Gain
$24.19 Mil
% of Total Estimate Gain
146.52%

Calvert Balanced Fund's Broadcom Inc Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 127,210.00 shares of Broadcom Inc(AVGO), totaling $21.30 Mil. This investment constitutes 2.63% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then Calvert Balanced Fund has made 3 purchases of AVGO, at an average price of $109.20, for a total of 151,210.00 shares. In addition, there have been 3 sales at an average price of $177.80 for 24,000.00 shares. Based on historical transaction data and AVGO's current price of $286.45, Calvert Balanced Fund's estimated gain on his AVGO holdings is $24.19 Mil, reflecting a 146.52% gain to date.

Calvert Balanced Fund AVGO ($286.45) Holding Chart

Calvert Balanced Fund AVGO ($286.45) 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 %

Top Ranked Articles

  • 1