Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
36,347
-
Shares change
-
+8,097
-
Total reported value, excl. options
-
$2,389,546
-
Value change
-
+$519,947
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$65.76
Significant Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q3 2023
11 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q3 2023.
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,347 shares
.
Largest 10 shareholders include Coston, McIsaac & Partners (11,524 shares), DIVIDEND ASSETS CAPITAL, LLC (7,419 shares), AMARILLO NATIONAL BANK (6,092 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (5,691 shares), NORTH STAR ASSET MANAGEMENT INC (3,811 shares), TUCKER ASSET MANAGEMENT LLC (1,693 shares), ORG Partners LLC (117 shares), AlphaMark Advisors, LLC (0 shares), ROTHSCHILD INVESTMENT LLC /IL (0 shares), and RE Dickinson Investment Advisors, LLC (0 shares).
This table shows the top 7 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.