Number of Shares
112,100.00
Current Holdings Value*
$18.77 Mil
% of Portfolio
1.14%
Total Estimate Gain
$19.69 Mil
% of Total Estimate Gain
75.69%

State Farm Balanced Fund's Broadcom Inc Holding Summary

As of 2025-03-31, Advisers Investment Trust held 112,100.00 shares of Broadcom Inc(AVGO), totaling $18.77 Mil. This investment constitutes 1.14% of their stock portfolio, and Advisers Investment Trust now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q4. And since then State Farm Balanced Fund has made 5 purchases of AVGO, at an average price of $103.88, for a total of 250,400.00 shares. In addition, there have been 6 sales at an average price of $105.17 for 138,300.00 shares. Based on historical transaction data and AVGO's current price of $277.93, State Farm Balanced Fund's estimated gain on his AVGO holdings is $19.69 Mil, reflecting a 75.69% gain to date.

State Farm Balanced Fund AVGO ($277.93) Holding Chart

State Farm Balanced Fund AVGO ($277.93) 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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