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Broad shares owned by Lam Group

Quarter-by-quarter ownership of Broad shares owned by Lam Group from 13F filings

Historical chart of Lam Group investment in Broad

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All positions including Broad held by Lam Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broad by Lam Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 8 1325.38
2023-12-31 $8.9k 8 1116.25
2023-09-30 $6.6k 8 830.63
2023-06-30 $6.9k 8 867.38
2023-03-31 $5.1k 8 641.50

More positions owned by Lam Group

Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amphastar Pharmaceuticals (AMPH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Lam Group

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Penobscot Investment Management Company
Lisa Snider
E.S. Barr & Company
Alley Investment Management Company
Lam Group

View all funds holding Broad