Meehan Focus Fund AVGO Holdings History
Number of Shares
60,090.00
Current Holdings Value*
$11.98 Mil
% of Portfolio
8.1%
Total Estimate Gain
$13.53 Mil
% of Total Estimate Gain
395.43%
Meehan Focus Fund's Broadcom Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 60,090.00 shares of Broadcom Inc(AVGO), totaling $11.98 Mil. This investment constitutes 8.1% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $126.14 for 5,660.00 shares. Based on historical transaction data and AVGO's current price of $270.17, Meehan Focus Fund's estimated gain on his AVGO holdings is $13.53 Mil, reflecting a 395.43% gain to date.
Meehan Focus Fund AVGO ($270.17) Holding Chart
Meehan Focus Fund AVGO ($270.17) 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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