Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
49,809
-
Share change
-
-510
-
Total reported value
-
$2,954,510
-
Price per share
-
$59.40
-
Number of holders
-
10
-
Value change
-
-$44,912
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND as of Q3 2023
As of 30 Sep 2023,
AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
49,809 shares.
The largest 10 holders included
Coston, McIsaac & Partners, GREAT LAKES ADVISORS, LLC, DIVIDEND ASSETS CAPITAL, LLC, STEWART & PATTEN CO LLC, Violich Capital Management, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, NORTH STAR ASSET MANAGEMENT INC, TUCKER ASSET MANAGEMENT LLC, Financial Gravity Asset Management, Inc., and ORG Partners LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 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.