Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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12
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Total 13F shares, excl. options
-
75,790
-
Shares change
-
+11,622
-
Total reported value, excl. options
-
$5,373,802
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Value change
-
+$892,933
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Number of buys
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3
-
Number of sells
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5
-
Price
-
$71.08
Institutional Holders of AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND as of Q1 2024
As of 31 Mar 2024 AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 75,790 shares of stock of the company.
Largest 10 holders included SILVERCREST ASSET MANAGEMENT GROUP LLC, Coston, McIsaac & Partners, Ethos Financial Group, LLC, GREAT LAKES ADVISORS, LLC, STEWART & PATTEN CO LLC, Violich Capital Management, Inc., TUCKER ASSET MANAGEMENT LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, NORTH STAR ASSET MANAGEMENT INC, and Financial Gravity Asset Management, Inc..
This table shows 12 institutional shareholders of the security as of 31 Mar 2024.
| 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.