AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / LOAD EQUITY FUND
Shares, excl. options Q1 2024
20.8 K
Holdings value Q1 2024
$1.16 M
Value change Q1 2024
+$118 K
Grand Portfolio weight change Q1 2024
+0%
Number of holders
6
Number of buys Q1 2024
6
Number of sells Q1 2024
-3
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
461308108
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 20.8 K $1.16 M +$118 K $55.50 6
2023 Q4 24.7 K $1.25 M +$194 K $50.40 10
2023 Q3 16.4 K $757 K -$228 K $46.16 6
2023 Q2 22 K $1.04 M +$273 K $47.44 9
2023 Q1 16.3 K $710 K -$149 K $43.72 7
2022 Q4 25.4 K $1.05 M +$318 K $41.22 6
2022 Q3 17.7 K $687 K +$114 K $38.40 5
2022 Q2 13.2 K $540 K +$40.5 K $40.89 4
2022 Q1 18.4 K $905 K +$145 K $49.21 5
2021 Q4 15.4 K $795 K +$151 K $51.80 5
2021 Q3 12.5 K $64.4 M +$203 K $50.06 4
2021 Q2 16.4 K $63.5 M +$918 K $49.94 5
2021 Q1 12.1 K $59.4 M +$58.6 M $47.35 4
2020 Q4 15.5 K $691 K +$199 K $44.42 3
2020 Q3 11.1 K $444 K +$410 K $40.06 3
2020 Q2 847 $31.9 K -$201 K $37.70 1
2020 Q1 7.15 K $228 K -$500 K $31.85 2
2019 Q4 19.7 K $780 K +$30.4 K $39.57 5
2019 Q3 31.9 K $1.21 M -$34.2 K $37.96 4
2019 Q2 39.4 K $1.5 M +$563 K $38.15 5
2019 Q1 24.6 K $930 K -$496 K $37.64 4
2018 Q4 39.3 K $1.33 M +$16.5 K $33.92 8
2018 Q3 32.6 K $1.37 M +$51.9 K $42.11 7
2018 Q2 31.3 K $1.26 M -$268 K $40.32 5
2018 Q1 37.9 K $1.51 M -$708 K $39.69 5
2017 Q4 55.3 K $2.23 M +$406 K $40.38 8
2017 Q3 45.2 K $1.83 M -$134 K $40.39 6
2017 Q2 48.8 K $1.9 M +$55 K $38.90 7
2017 Q1 49.3 K $1.88 M -$805 K $38.14 7
2016 Q4 71.6 K $2.59 M -$8.69 K $36.23 9
2016 Q3 71.7 K $2.63 M -$320 K $36.64 9
2016 Q2 80.9 K $2.87 M +$1.54 M $35.45 11
2016 Q1 35.4 K $1.21 M -$1.48 M $34.23 5
2015 Q4 79.8 K $2.66 M +$282 K $33.37 8
2015 Q3 71.1 K $2.41 M -$334 K $33.85 7
2015 Q2 79 K $2.92 M +$401 K $36.83 7
2015 Q1 68.4 K $2.52 M +$329 K $36.89 6
2014 Q4 59.5 K $2.2 M +$202 K $37.08 5
2014 Q3 54 K $2.14 M -$139 K $39.68 4
2014 Q2 57.6 K $2.27 M -$47.6 K $39.43 5
2014 Q1 58.8 K $2.2 M +$276 K $37.39 4