Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / M
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
3,993
-
Shares change
-
-34,626
-
Total reported value, excl. options
-
$284,430
-
Value change
-
-$2,310,578
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$71.37
Significant Holders of AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 - M as of Q4 2023
5 filings reported holding 360802821 - AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 - M as of Q4 2023.
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 - M has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,993 shares
.
Largest 5 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (3,428 shares), Coston, McIsaac & Partners (487 shares), TUCKER ASSET MANAGEMENT LLC (78 shares), ORG Partners LLC (0 shares), and Strategic Investment Solutions, Inc. /IL (0 shares).
This table shows the top 3 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.