AMERICAN FUNDS INVMT CO - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / LOAD EQUITY FUND
Shares, excl. options Q3 2024
20.3K
Holdings value Q3 2024
$1.23M
Value change Q3 2024
-$33K
Grand Portfolio weight change Q3 2024
0%
Number of holders
7
Number of buys Q3 2024
4
Number of sells Q3 2024
-3
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 20.3K $1.23M -$33K $60.85 7
2024 Q2 25.3K $1.45M -$81.9K $57.18 8
2024 Q1 25.9K $1.44M +$134K $55.50 7
2023 Q4 24.7K $1.25M +$194K $50.40 10
2023 Q3 16.4K $757K -$269K $46.16 6
2023 Q2 22K $1.04M +$273K $47.44 9
2023 Q1 16.3K $710K -$109K $43.72 7
2022 Q4 25.4K $59M +$2.29M $41.25 6
2022 Q3 17.7K $52.9M +$1.23M $38.40 5
2022 Q2 14.5K $66.5M -$9.01K $40.89 5
2022 Q1 18.4K $66.8M +$3.71M $49.21 5
2021 Q4 15.4K $64.5M +$151K $51.80 5
2021 Q3 12.5K $64.4M +$203K $50.06 4
2021 Q2 16.4K $63.5M +$918K $49.94 5
2021 Q1 12.1K $59.4M +$58.6M $47.35 4
2020 Q4 15.5K $691K +$199K $44.42 3
2020 Q3 11.1K $444K +$410K $40.06 3
2020 Q2 847 $31.9K -$201K $37.70 1
2020 Q1 7.15K $228K -$500K $31.85 2
2019 Q4 19.7K $780K +$30.4K $39.57 5
2019 Q3 31.9K $1.21M -$34.2K $37.96 4
2019 Q2 39.4K $1.5M +$563K $38.15 5
2019 Q1 24.6K $930K -$496K $37.64 4
2018 Q4 39.3K $1.33M +$16.5K $33.92 8
2018 Q3 32.6K $1.37M +$51.9K $42.11 7
2018 Q2 31.3K $1.26M -$268K $40.32 5
2018 Q1 37.9K $1.51M -$708K $39.69 5
2017 Q4 55.3K $2.23M +$406K $40.38 8
2017 Q3 45.2K $1.83M -$134K $40.39 6
2017 Q2 48.8K $1.9M +$55K $38.90 7
2017 Q1 49.3K $1.88M -$805K $38.14 7
2016 Q4 71.6K $2.59M -$8.69K $36.23 9
2016 Q3 71.7K $2.63M -$320K $36.64 9
2016 Q2 80.9K $2.87M +$1.6M $35.45 11
2016 Q1 35.4K $1.21M -$1.48M $34.23 5
2015 Q4 80.2K $2.68M +$282K $33.37 9
2015 Q3 71.1K $2.41M -$334K $33.85 7
2015 Q2 79K $2.92M +$401K $36.83 7
2015 Q1 68.4K $2.52M +$329K $36.89 6
2014 Q4 59.5K $2.2M +$202K $37.08 5
2014 Q3 54K $2.14M -$139K $39.68 4
2014 Q2 57.6K $2.27M -$47.6K $39.43 5
2014 Q1 60.4K $2.26M +$276K $37.39 5