AMERICAN FUNDS NEW PERSPECTIVE 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
42.6 K
Holdings value Q1 2024
$2.58 M
Value change Q1 2024
+$98.3 K
Grand Portfolio weight change Q1 2024
+0%
Number of holders
9
Number of buys Q1 2024
2
Number of sells Q1 2024
-3
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
648018109
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 42.6 K $2.58 M +$98.3 K $60.60 9
2023 Q4 46.2 K $2.58 M +$1.11 M $55.90 13
2023 Q3 24.1 K $1.26 M -$1.16 M $52.93 7
2023 Q2 44.8 K $2.48 M +$584 K $55.37 8
2023 Q1 34.5 K $1.8 M +$109 K $52.15 6
2022 Q4 45.7 K $2.16 M +$29.2 K $47.30 6
2022 Q3 44.9 K $2.06 M -$222 K $45.38 8
2022 Q2 49.5 K $2.39 M -$342 K $48.37 8
2022 Q1 54.8 K $3.27 M -$290 K $59.73 9
2021 Q4 59.4 K $3.94 M -$326 K $66.40 11
2021 Q3 64.2 K $4.29 M -$222 K $66.79 11
2021 Q2 62.2 K $4.16 M +$464 K $66.88 10
2021 Q1 55.7 K $3.44 M -$205 K $61.84 10
2020 Q4 59 K $3.57 M +$1.12 M $60.52 10
2020 Q3 40.9 K $2.22 M -$236 M $53.81 7
2020 Q2 12 K $576 K -$280 K $47.83 1
2020 Q1 19.3 K $745 K -$328 K $38.64 2
2019 Q4 26.2 K $1.24 M -$91.4 K $47.24 4
2019 Q3 26.3 K $1.17 M +$91.7 K $44.51 3
2019 Q2 26.4 K $1.18 M +$183 K $44.76 5
2019 Q1 22.3 K $963 K -$75.1 K $42.93 3
2018 Q4 24.6 K $924 K -$1.15 M $37.62 4
2018 Q3 46.8 K $2.18 M +$17.3 K $46.82 6
2018 Q2 58.7 K $2.65 M -$23 K $45.09 5
2018 Q1 59.2 K $2.61 M -$318 K $44.10 6
2017 Q4 66.6 K $2.87 M +$318 K $43.14 7
2017 Q3 59.2 K $2.58 M -$186 K $43.54 6
2017 Q2 79.2 K $3.27 M +$29.2 K $41.31 9
2017 Q1 79 K $3.06 M +$98.5 K $38.69 9
2016 Q4 76.5 K $2.7 M -$740 K $35.35 8
2016 Q3 96.3 K $3.6 M -$231 K $37.40 10
2016 Q2 103 K $3.64 M +$1.4 M $35.39 12
2016 Q1 62.6 K $2.21 M -$1.36 M $35.15 8
2015 Q4 100 K $3.62 M +$222 K $36.02 12
2015 Q3 94.2 K $3.37 M -$3.18 M $35.78 10
2015 Q2 178 K $6.76 M +$591 K $38.25 11
2015 Q1 162 K $6.16 M -$206 K $37.97 10
2014 Q4 168 K $6.1 M -$423 K $36.28 11
2014 Q3 179 K $6.81 M -$42.8 K $38.11 12
2014 Q2 180 K $6.98 M -$738 K $38.82 13
2014 Q1 199 K $7.49 M +$401 K $37.66 13