AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q2 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / LOAD EQUITY FUND
Shares, excl. options Q2 2024
29.5K
Holdings value Q2 2024
$2.39M
Value change Q2 2024
-$170K
Grand Portfolio weight change Q2 2024
0%
Number of holders
8
Number of buys Q2 2024
7
Number of sells Q2 2024
-3
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 Q2 29.5K $2.39M -$170K $81.15 8
2024 Q1 30.9K $2.45M -$179K $79.52 7
2023 Q4 34.5K $2.47M -$246K $71.49 11
2023 Q3 36.3K $2.39M +$520K $65.76 7
2023 Q2 28.3K $1.92M +$340K $67.82 7
2023 Q1 23.2K $1.48M +$60.4K $63.59 6
2022 Q4 22.3K $1.34M -$330K $60.26 4
2022 Q3 28.2K $1.59M +$661K $55.50 6
2022 Q2 16.2K $951K +$163K $58.75 5
2022 Q1 12.8K $912K -$191K $71.40 3
2021 Q4 15.3K $1.16M -$414K $76.07 6
2021 Q3 20.8K $1.57M -$429K $75.30 4
2021 Q2 19.1K $1.46M -$328K $76.45 5
2021 Q1 23.4K $1.72M +$711K $73.43 7
2020 Q4 13.7K $947K +$673K $69.11 3
2020 Q3 3.97K $243K -$485K $61.19 1
2020 Q2 12.4K $713K -$188K $57.42 3
2020 Q1 17.1K $834K -$234K $48.86 3
2019 Q4 21K $1.3M +$50.7K $61.92 5
2019 Q3 17.8K $1.05M -$13.4K $59.09 4
2019 Q2 20.4K $1.21M +$275K $59.27 5
2019 Q1 15.7K $921K -$93.1K $58.38 3
2018 Q4 17.3K $906K -$304K $52.22 3
2018 Q3 19.5K $1.27M +$313K $65.32 4
2018 Q2 21.8K $1.36M -$228K $62.61 4
2018 Q1 25.5K $1.57M +$56.4K $61.65 5
2017 Q4 24.6K $1.53M +$414K $62.17 3
2017 Q3 17.9K $1.11M +$60K $61.75 3
2017 Q2 17K $998K -$268K $58.87 2
2017 Q1 22K $1.27M -$176K $57.89 4
2016 Q4 25K $1.36M -$466K $54.42 4
2016 Q3 33.7K $1.82M -$143K $53.99 6
2016 Q2 36.3K $1.89M -$189K $51.98 7
2016 Q1 39.6K $2.01M -$267K $50.74 6
2015 Q4 45.2K $2.29M +$409K $50.71 8
2015 Q3 36.8K $1.79M -$1.72M $48.77 5
2015 Q2 69.9K $3.67M +$1.99M $52.68 11
2015 Q1 31.9K $1.66M +$93.8K $52.12 7
2014 Q4 30.1K $1.57M +$196K $52.07 6
2014 Q3 26.3K $1.42M +$94.1K $54.07 5
2014 Q2 24.6K $1.33M -$643K $53.93 5
2014 Q1 38.9K $2.01M +$1.11M $51.47 7