Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
16,192
-
Shares change
-
+3,418
-
Total reported value, excl. options
-
$951,000
-
Value change
-
+$163,141
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$58.75
Significant Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q2 2022
6 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q2 2022.
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,192 shares
.
Largest 6 shareholders include AMARILLO NATIONAL BANK (6,092 shares), 55I, LLC (4,936 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (3,582 shares), PSI Advisors, LLC (1,110 shares), MOTCO (472 shares), and GOFEN & GLOSSBERG LLC /IL/ (0 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.