AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND

CUSIP: 648018109

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / LOAD EQUITY FUND
Total 13F shares
44,805
Share change
+10,313
Total reported value
$2,480,207
Price per share
$55.37
Number of holders
8
Value change
+$583,509
Number of buys
3
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 2023

As of 30 Jun 2023, AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 44,805 shares. The largest 8 holders included MOODY LYNN & LIEBERSON, LLC, ROTHSCHILD INVESTMENT CORP /IL, Private Capital Advisors, Inc., IRONWOOD INVESTMENT MANAGEMENT LLC, CANANDAIGUA NATIONAL BANK & TRUST CO, Fulton Bank, N.A., RE Dickinson Investment Advisors, LLC, and Coston, McIsaac & Partners. This page lists 8 institutional shareholders reporting positions in this security for the Q2 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.