Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
30,460
-
Shares change
-
+17,043
-
Total reported value, excl. options
-
$1,940,000
-
Value change
-
+$1,085,340
-
Number of buys
-
5
-
Price
-
$63.69
Significant Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q4 2021
5 filings reported holding 140543109 - AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q4 2021.
AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30,460 shares
.
Largest 5 shareholders include Fisher Asset Management, LLC (16,562 shares), 55I, LLC (9,515 shares), RNC CAPITAL MANAGEMENT LLC (4,201 shares), Holloway Wealth Management, LLC (114 shares), and DIVIDEND ASSETS CAPITAL, LLC (68 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.