Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
64,871
-
Share change
-
+10,907
-
Total reported value
-
$4,097,030
-
Price per share
-
$63.16
-
Number of holders
-
14
-
Value change
-
+$689,898
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND as of Q4 2023
As of 31 Dec 2023,
AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
64,871 shares.
The largest 10 holders included
Coston, McIsaac & Partners, Ethos Financial Group, LLC, GREAT LAKES ADVISORS, LLC, STEWART & PATTEN CO LLC, DIVIDEND ASSETS CAPITAL, LLC, TUCKER ASSET MANAGEMENT LLC, Violich Capital Management, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, NORTH STAR ASSET MANAGEMENT INC, and Main Street Group, LTD.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 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.