Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
75,790
-
Share change
-
+11,622
-
Total reported value
-
$5,373,802
-
Price per share
-
$71.08
-
Number of holders
-
12
-
Value change
-
+$892,934
-
Number of buys
-
3
-
Number of sells
-
5
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 was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
75,790 shares.
The 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 page lists
12
institutional shareholders reporting positions in this security
for the Q1 2024 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.