Jensen Investment Management AVGO trades
Eric H. Schoenstein
Eric H. Schoenstein Broadcom Inc stake
total: 260
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q4
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, Eric H. Schoenstein holds 335,595 Broadcom Inc (AVGO) shares with a market value of roughly $117.86M accounting for 3.70% of the overall portfolio. To date, the estimated cost basis is nearly $324.16 for "buy" trades and estimated average "sell" price is $364.12. Jensen Investment Management first purchased AVGO in 2025 Q4, initially acquiring 178,441 shares. Since the initial investment in Broadcom Inc (AVGO), Jensen Investment Management has made 3 more transactions.
When did Eric H. Schoenstein buy Broadcom Inc (AVGO)?
Eric H. Schoenstein first invested in Broadcom Inc (AVGO) in 2025 Q4 at the reported quarter-end price of $346.10 per share.
What's the cost basis of Jensen Investment Management's AVGO stake?
The estimated cost basis for Broadcom Inc (AVGO) stake is around $324.16 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $324.16
- Weighted AVG sell price:
- $364.12
Eric H. Schoenstein's historical trades in Broadcom Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
3.70%
|
335,595
|
$351.19
|
$117,857,608
|
-14.41% (-56,487)
|
-0.48%
|
|
2026 Q2
|
3.59%
|
392,082
|
$377.75
|
$148,108,976
|
-12.02% (-53,567)
|
-0.4%
|
|
2026 Q1
|
2.72%
|
445,649
|
$309.51
|
$137,932,822
|
+149.75% (+267,208)
|
+1.63%
|
|
2025 Q4
|
0.97%
|
178,441
|
$346.10
|
$61,758,430
|
new
|
+0.97%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.