AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q1 2024

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Period	Shares, Excl. Options	Value, Excl. Options	Change	Price	Investors
2024 Q1	47.3 K	$1.59 M	-$112 K	$33.85	6
2023 Q4	57.8 K	$1.85 M	+$864 K	$31.99	9
2023 Q3	23.9 K	$707 K	+$288 K	$29.54	6
2023 Q2	21.1 K	$643 K	-$669 K	$30.18	4
2023 Q1	43.8 K	$1.29 M	+$419 K	$29.46	6
2022 Q4	22.6 K	$649 K	-$16.1 K	$28.76	4
2022 Q3	23.3 K	$623 K	-$92.6 K	$26.77	4
2022 Q2	26.7 K	$762 K	+$550 K	$28.55	3
2022 Q1	7.41 K	$237 K	-$26.2 K	$32.02	1
2021 Q4	8.2 K	$274 K	-$512 K	$33.32	2
2021 Q3	24 K	$778 K	+$680	$32.37	2
2021 Q2	7.15 K	$234 K	+$1.99 K	$32.65	1
2021 Q1	7.09 K	$222 K	+$687	$31.23	1
2020 Q4	7.07 K	$214 K	+$214 K	$30.20	1
2020 Q2	580	$16.1 K	-$18.9 K	$27.82	1
2020 Q1	1.4 K	$35 K	-$467 K	$25.04	1
2019 Q4	32.3 K	$921 K	+$332 K	$28.46	4
2019 Q3	19.1 K	$534 K	+$85.5 K	$27.42	3
2019 Q2	18 K	$492 K	-$26.7 K	$27.33	4
2019 Q1	19 K	$509 K	-$243 K	$26.83	4
2018 Q4	28.8 K	$715 K	+$92.8 K	$24.87	4
2018 Q3	23.7 K	$659 K	-$301 K	$27.82	4
2018 Q2	35.1 K	$952 K	-$113 K	$27.16	2
2018 Q1	39.2 K	$1.05 M	-$815 K	$26.73	3
2017 Q4	69.3 K	$1.88 M	+$90.3 K	$27.13	6
2017 Q3	65.9 K	$1.78 M	+$166 K	$26.98	5
2017 Q2	73.2 K	$1.91 M	-$285 K	$26.14	6
2017 Q1	89.9 K	$2.32 M	+$324 K	$25.75	11
2016 Q4	77.6 K	$1.92 M	+$72.3 K	$24.80	7
2016 Q3	74.7 K	$1.86 M	-$448 K	$24.96	7
2016 Q2	92.8 K	$2.29 M	+$266 K	$24.63	9
2016 Q1	80.3 K	$1.94 M	-$55.1 K	$24.14	6
2015 Q4	82.6 K	$1.97 M	+$279 K	$23.83	8
2015 Q3	75.9 K	$1.79 M	+$240 K	$23.59	7
2015 Q2	65.4 K	$1.61 M	-$26.4 K	$24.57	5
2015 Q1	66.4 K	$1.64 M	+$367 K	$24.73	6
2014 Q4	51.6 K	$1.28 M	-$320 K	$24.73	3
2014 Q3	64.1 K	$1.63 M	+$370 K	$25.44	4
2014 Q2	49.5 K	$1.26 M	-$440 K	$25.42	3
2014 Q1	67.2 K	$1.66 M	-$458 K	$24.65	4