Vault-13

AMERICAN FUNDS AMERICAN MUTUAL A AMRMX

LOAD EQUITY FUND · Open-End Fund · CUSIP 027681105

3 institutional holders -1 vs Q2 2023
14,90114.9k shares reported held*
$713.0kreported value*
1 new 2 added 0 reduced 2 sold out net sold ≈ $35.2k (-736 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 ≈ $47.85.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 2Q4 22: 3Q1 23: 1Q2 23: 4Q3 23: 33Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20231
Q2 20234
Q3 20233

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 22: 1 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 2 cut or sold outQ1 23Q2 23: 4 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 3 bought or addedQ3 23: 2 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 202211
Q1 202312
Q2 202340
Q3 202332

Biggest buyers

DIVIDEND ASSETS CAPITAL, LLC Added +4,908+4.9k
TUCKER ASSET MANAGEMENT LLC New +179+179
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Added +20+20

Biggest sellers

ROTHSCHILD INVESTMENT LLC /IL Sold out -5,838-5.8k
RE Dickinson Investment Advisors, LLC Sold out -5-5

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DIVIDEND ASSETS CAPITAL, LLC 0.10% of their portfolio Ridgeland, SC 10,26110.3k $491.0k $491.0k 0.10% Added +4.9k +4,908
2 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 4,4614.5k $213.4k $213.4k 0.01% Added +20 +20
3 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 179179 $8.6k $8.6k 0.00% New