AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND

CUSIP: 648018109

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / LOAD EQUITY FUND
Total 13F shares
62,203
Share change
+6,523
Total reported value
$4,160,448
Price per share
$66.88
Number of holders
10
Value change
+$463,990
Number of buys
2
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 648018109?
CUSIP 648018109 identifies 648018109 - AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND in SEC institutional holdings data.

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Institutional Holders of AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND as of Q2 2021

As of 30 Jun 2021, AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 62,203 shares. The largest 10 holders included GOFEN & GLOSSBERG LLC /IL/, Blue Edge Capital, LLC, MOODY LYNN & LIEBERSON, LLC, Almanack Investment Partners, LLC., IRONWOOD INVESTMENT MANAGEMENT LLC, Fulton Bank, N.A., RiverFront Investment Group, LLC, NORTH STAR ASSET MANAGEMENT INC, CANANDAIGUA NATIONAL CORP, and DIVIDEND ASSETS CAPITAL, LLC. This page lists 10 institutional shareholders reporting positions in this security for the Q2 2021 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.