Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
34,526
-
Share change
-
-3,460
-
Total reported value
-
$2,468,432
-
Price per share
-
$71.49
-
Number of holders
-
11
-
Value change
-
-$246,046
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q4 2023
As of 31 Dec 2023,
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,526 shares.
The largest 10 holders included
Coston, McIsaac & Partners, AMARILLO NATIONAL BANK, DIVIDEND ASSETS CAPITAL, LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, NORTH STAR ASSET MANAGEMENT INC, TUCKER ASSET MANAGEMENT LLC, Strategic Investment Solutions, Inc. /IL, Livelsberger Financial Advisory, Game Plan Financial Advisors, LLC, and Main Street Group, LTD.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.