Vault-13

AMERICAN FUNDS AMERICAN BALANCED F3 AFMBX

EQUITY FUNDS · Open-End Fund · CUSIP 024071771

2 institutional holders +1 vs Q2 2023
328,917328.9k shares reported held*
$9.7mreported value*
1 new 1 added 0 reduced 0 sold out net bought ≈ $282.4k (+9.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $29.53.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 1Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 22Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20231
Q3 20232

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 22: 1 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 1 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 0 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 202301
Q2 202310
Q3 202320

Biggest buyers

ORG Partners LLC New +6,886+6.9k
ROTHSCHILD INVESTMENT LLC /IL Added +2,675+2.7k

Biggest sellers

None

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROTHSCHILD INVESTMENT LLC /IL 0.80% of their portfolio CHICAGO, IL 322,031322.0k $9.5m $9.5m 0.80% Added +2.7k +2,675
2 ORG Partners LLC 0.06% of their portfolio ROANOKE, IN 6,8866.9k $203.4k $203.4k 0.06% New