AMERICAN FUNDS AMERICAN - EQUITY FUNDS

Historical Portfolio Holders from Q3 2018 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q3 2024
24.5K
Holdings value Q3 2024
$1.45M
Value change Q3 2024
+$266K
Grand Portfolio weight change Q3 2024
+0%
Number of holders
1
Number of buys Q3 2024
1
Number of sells Q3 2024
-1
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 24.5K $1.45M +$266K $59.25 1
2024 Q2 35.8K $1.95M +$1.1M $54.38 3
2024 Q1 15.6K $848K +$746K $54.35 1
2023 Q4 1.99K $101K $0 $50.98 2
2023 Q3 33.6K $1.61M +$356K $47.82 2
2023 Q2 26.2K $1.3M +$2.79K $47.54 2
2023 Q1 26.1K $1.27M +$1.75K $48.51 1
2022 Q4 26.1K $1.26M -$19.5K $48.39 1
2022 Q3 26.5K $1.19M +$70.2K $45.04 1
2022 Q2 24.9K $1.2M +$17.6K $48.26 1
2022 Q1 24.5K $1.3M +$1.11K $52.93 1
2021 Q4 24.5K $1.3M -$90.8K $53.14 1
2021 Q3 26.2K $1.31M -$47.4K $49.75 1
2021 Q2 27.2K $1.36M +$1.5K $50.11 1
2021 Q1 27.2K $1.3M -$28.3K $47.88 1
2020 Q4 27.7K $1.24M +$2.05K $44.59 1
2020 Q3 27.7K $1.15M +$1.7K $41.41 1
2020 Q2 27.7K $1.1M +$1.71K $39.70 1
2020 Q1 27.6K $976K -$3.46K $35.35 1
2019 Q4 27.7K $1.21M +$10.7K $43.48 1
2019 Q3 27.5K $1.17M +$1.66K $42.56 1
2019 Q2 27.4K $1.14M +$1.63K $41.71 1
2019 Q1 27.4K $1.11M +$830K $40.64 1
2018 Q4 6.96K $261K -$14.7K $37.49 1
2018 Q3 7.36K $315K +$315K $42.83 1