Number of Shares
651,745.00
Current Holdings Value*
$109.12 Mil
% of Portfolio
4.64%
Total Estimate Gain
$200.08 Mil
% of Total Estimate Gain
675.62%

KLINGENSTEIN FIELDS & CO LP's Broadcom Inc Holding Summary

As of 2025-03-31, KLINGENSTEIN FIELDS & CO LP held 651,745.00 shares of Broadcom Inc(AVGO), totaling $109.12 Mil. This investment constitutes 4.64% of their stock portfolio, and KLINGENSTEIN FIELDS & CO LP now holds 0.01% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2017Q1. And since then KLINGENSTEIN FIELDS & CO LP has made 5 purchases of AVGO, at an average price of $20.67, for a total of 1.43 Mil shares. In addition, there have been 23 sales at an average price of $59.63 for 781,305.00 shares. Based on historical transaction data and AVGO's current price of $280.94, KLINGENSTEIN FIELDS & CO LP's estimated gain on his AVGO holdings is $200.08 Mil, reflecting a 675.62% gain to date.

KLINGENSTEIN FIELDS & CO LP AVGO ($280.94) Holding Chart

KLINGENSTEIN FIELDS & CO LP AVGO ($280.94) 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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