AMERICAN FUNDS NEW PERSPECTIVE A - LOAD EQUITY FUND

Historical Holders from Q1 2014 to Q1 2025

CUSIP
648018109
Type / Class
Equity / LOAD EQUITY FUND
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
38.8K
Holdings value
$2.41M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
9
Number of buys
7
Number of sells
-1
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of AMERICAN FUNDS NEW PERSPECTIVE A - LOAD EQUITY FUND

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 9.48K $578K +$3.88K $60.92 3
2024 Q4 38.8K $2.41M +$47.6K $62.11 9
2024 Q3 38.2K $2.52M -$506K $65.87 11
2024 Q2 45.9K $2.86M -$163K $62.31 10
2024 Q1 48.1K $2.91M +$105K $60.60 10
2023 Q4 47.3K $2.65M +$1.11M $55.90 14
2023 Q3 24.1K $1.26M -$1.16M $52.93 7
2023 Q2 44.8K $2.48M +$584K $55.37 8
2023 Q1 34.5K $1.8M +$109K $52.15 6
2022 Q4 45.7K $2.16M +$29.2K $47.30 6
2022 Q3 44.9K $2.06M -$222K $45.38 8
2022 Q2 49.5K $2.39M -$342K $48.37 8
2022 Q1 54.8K $3.27M -$290K $59.73 9
2021 Q4 59.4K $3.94M -$326K $66.40 11
2021 Q3 64.2K $4.29M -$222K $66.79 11
2021 Q2 62.2K $4.16M +$464K $66.88 10
2021 Q1 55.7K $3.44M -$205K $61.84 10
2020 Q4 59K $3.57M +$1.12M $60.52 10
2020 Q3 40.9K $2.22M -$236M $53.81 7
2020 Q2 12K $576K -$280K $47.83 1
2020 Q1 19.3K $745K -$328K $38.64 2
2019 Q4 26.2K $1.24M -$91.4K $47.24 4
2019 Q3 26.3K $1.17M +$91.7K $44.51 3
2019 Q2 26.4K $1.18M +$183K $44.76 5
2019 Q1 22.3K $963K -$75.1K $42.93 3
2018 Q4 24.6K $924K -$1.15M $37.62 4
2018 Q3 46.8K $2.18M +$17.3K $46.82 6
2018 Q2 58.7K $2.65M -$23K $45.09 5
2018 Q1 59.2K $2.61M -$318K $44.10 6
2017 Q4 66.6K $2.87M +$318K $43.14 7
2017 Q3 59.2K $2.58M -$186K $43.54 6
2017 Q2 79.2K $3.27M +$29.2K $41.31 9
2017 Q1 79K $3.06M +$98.5K $38.69 9
2016 Q4 76.5K $2.7M -$740K $35.35 8
2016 Q3 96.3K $3.6M -$231K $37.40 10
2016 Q2 103K $3.64M +$1.4M $35.39 12
2016 Q1 62.6K $2.21M -$1.36M $35.15 8
2015 Q4 101K $3.62M +$222K $36.03 13
2015 Q3 94.2K $3.37M -$3.18M $35.78 10
2015 Q2 178K $6.76M +$591K $38.25 11
2015 Q1 162K $6.16M -$206K $37.97 10
2014 Q4 168K $6.1M -$423K $36.28 11
2014 Q3 179K $6.81M -$42.8K $38.11 12
2014 Q2 180K $6.98M -$738K $38.82 13
2014 Q1 199K $7.49M +$401K $37.66 13