Number of Shares
10,472.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
3.8%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
163.91%

UBS Engage For Impact Fund's Broadcom Inc Holding Summary

As of 2025-03-31, UBS FUNDS held 10,472.00 shares of Broadcom Inc(AVGO), totaling $1.75 Mil. This investment constitutes 3.8% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then UBS Engage For Impact Fund has made 3 purchases of AVGO, at an average price of $96.09, for a total of 14,480.00 shares. In addition, there have been 3 sales at an average price of $199.78 for 4,008.00 shares. Based on historical transaction data and AVGO's current price of $274.18, UBS Engage For Impact Fund's estimated gain on his AVGO holdings is $2.28 Mil, reflecting a 163.91% gain to date.

UBS Engage For Impact Fund AVGO ($274.18) Holding Chart

UBS Engage For Impact 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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