AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / LOAD EQUITY FUND
Shares, excl. options Q3 2024
28.4K
Holdings value Q3 2024
$1.03M
Value change Q3 2024
-$185K
Grand Portfolio weight change Q3 2024
0%
Number of holders
4
Number of buys Q3 2024
3
Number of sells Q3 2024
-4
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 28.4K $1.03M -$185K $36.30 4
2024 Q2 51.1K $1.77M -$377K $34.56 9
2024 Q1 55.3K $1.86M +$34.1K $33.85 7
2023 Q4 62.3K $1.99M +$864K $31.99 10
2023 Q3 23.9K $707K +$79.8K $29.54 6
2023 Q2 21.1K $643K -$669K $30.18 4
2023 Q1 43.8K $1.29M +$272K $29.46 6
2022 Q4 52.2K $1M -$16.1K $28.76 5
2022 Q3 23.3K $623K -$92.6K $26.77 4
2022 Q2 26.7K $762K +$550K $28.55 3
2022 Q1 7.41K $237K -$26.2K $32.02 1
2021 Q4 8.2K $274K -$512K $33.32 2
2021 Q3 24K $778K +$680 $32.37 2
2021 Q2 7.15K $234K +$1.99K $32.65 1
2021 Q1 7.09K $222K +$687 $31.23 1
2020 Q4 7.07K $214K +$214K $30.20 1
2020 Q3 0 $0 -$16.1K 0
2020 Q2 580 $16.1K -$432K $27.82 1
2020 Q1 15.9K $448K -$467K $26.73 2
2019 Q4 32.3K $921K +$332K $28.46 4
2019 Q3 19.1K $534K +$85.5K $27.42 3
2019 Q2 18K $492K -$26.7K $27.33 4
2019 Q1 19K $509K -$243K $26.83 4
2018 Q4 28.8K $715K +$92.8K $24.87 4
2018 Q3 23.7K $659K -$301K $27.82 4
2018 Q2 35.1K $952K -$113K $27.16 2
2018 Q1 39.2K $1.05M -$815K $26.73 3
2017 Q4 69.3K $1.88M +$90.3K $27.13 6
2017 Q3 65.9K $1.78M +$166K $26.98 5
2017 Q2 73.2K $1.91M -$285K $26.14 6
2017 Q1 89.9K $2.32M +$324K $25.75 11
2016 Q4 77.6K $1.92M +$72.3K $24.80 7
2016 Q3 74.7K $1.86M -$448K $24.96 7
2016 Q2 92.8K $2.29M +$256K $24.63 9
2016 Q1 80.3K $1.94M -$55.1K $24.14 6
2015 Q4 84.7K $2.02M +$279K $23.83 9
2015 Q3 75.9K $1.79M +$240K $23.59 7
2015 Q2 65.4K $1.61M -$26.4K $24.57 5
2015 Q1 66.4K $1.64M -$1.76M $24.73 6
2014 Q4 51.7K $3.4M +$1.81M $24.75 4
2014 Q3 64.1K $1.63M +$370K $25.44 4
2014 Q2 49.5K $1.26M -$440K $25.42 3
2014 Q1 73.2K $1.8M -$458K $24.65 5