AMERICAN FUNDS AMERICAN MUTUAL A AMRMX
LOAD EQUITY FUND · Open-End Fund · CUSIP 027681105
3
institutional holders
+0 vs Q1 2024
4.9k
shares reported held*
$309.2kreported value*
1 new
2 added
0 reduced
1 sold out
net sold ≈ $236.1k (-4.3k 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 ≈ $63.75.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 3 |
| Q1 2023 | 1 |
| Q2 2023 | 4 |
| Q3 2023 | 3 |
| Q4 2023 | 5 |
| Q1 2024 | 3 |
| Q2 2024 | 3 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1 | 1 |
| Q1 2023 | 1 | 2 |
| Q2 2023 | 4 | 0 |
| Q3 2023 | 3 | 2 |
| Q4 2023 | 2 | 1 |
| Q1 2024 | 3 | 3 |
| Q2 2024 | 3 | 1 |
Biggest buyers
| TUCKER ASSET MANAGEMENT LLC | Added | +40 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Added | +34 |
| Financial Gravity Asset Management, Inc. | New | 0 |
Biggest sellers
| RiverFront Investment Group, LLC | Sold out | -4.4k |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio | 4.6k $251.7k | Added +34 |
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 225 $12.2k | Added +40 |
| Financial Gravity Asset Management, Inc. 0.01% of their portfolio | 0 $45.2k | New |