AMERICAN FUNDS AMERICAN - EQUITY FUNDS

Historical Portfolio Holders from Q2 2017 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q2 2024
50.9K
Holdings value Q2 2024
$1.76M
Value change Q2 2024
+$473K
Grand Portfolio weight change Q2 2024
+0%
Number of holders
4
Number of buys Q2 2024
1
Number of sells Q2 2024
-1
Average buys Q2 2024 %
+0%
Average sells Q2 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 2.33K $84.4K -$233K $36.28 1
2024 Q2 50.9K $1.76M +$473K $34.54 4
2024 Q1 37.2K $1.26M +$805K $33.83 3
2023 Q4 6.76K $216K -$5.21K $31.80 2
2023 Q3 329K $9.71M +$282K $29.53 2
2023 Q2 319K $9.74M +$465K $30.50 1
2023 Q1 304K $8.95M -$352K $29.44 1
2022 Q4 316K $9.09M +$168K $28.75 1
2022 Q3 310K $8.3M +$146K $26.77 1
2022 Q2 305K $8.7M +$1.42M $28.51 2
2022 Q1 255K $8.16M +$44.2K $32.72 2
2021 Q4 253K $8.48M +$355K $33.45 3
2021 Q3 243K $7.85M +$448K $32.34 2
2021 Q2 229K $7.47M +$1.03M $32.65 2
2021 Q1 197K $6.16M +$139K $31.21 2
2020 Q4 193K $5.83M +$101K $30.19 2
2020 Q3 190K $5.48M +$407K $28.87 2
2020 Q2 176K $4.89M +$111K $27.81 1
2020 Q1 172K $4.31M -$291K $25.07 1
2019 Q4 181K $5.17M +$63K $28.48 2
2019 Q3 162K $4.48M +$65.8K $27.62 1
2019 Q2 177K $4.83M +$97.8K $27.31 2
2019 Q1 173K $4.63M +$77.8K $26.77 2
2018 Q4 170K $4.24M +$495K $24.89 2
2018 Q3 150K $4.2M +$3.11M $27.92 2
2018 Q2 25.7K $696K -$60.8K $27.13 1
2018 Q1 41.2K $1.1M -$933 $26.70 2
2017 Q4 41.2K $1.12M -$2.12M $27.14 2
2017 Q3 119K $3.22M +$2.6M $26.99 3
2017 Q2 22.9K $599K +$599K $26.17 1