Vault-13

AMERICAN FUNDS CAPITAL I CFIHX

EQUITY FUNDS · Open-End Fund · CUSIP 140193780

3 institutional holders +1 vs Q2 2023
240,817240.8k shares reported held*
$14.8mreported value*
2 new 1 added 0 reduced 1 sold out net bought ≈ $775.5k (+12.6k 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 ≈ $61.47.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 2Q4 22: 1Q1 23: 1Q2 23: 2Q3 23: 33Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20222
Q4 20221
Q1 20231
Q2 20232
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: 0 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 2 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 3 bought or addedQ3 23: 1 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 202211
Q1 202301
Q2 202320
Q3 202331

Biggest buyers

ROTHSCHILD INVESTMENT LLC /IL Added +8,700+8.7k
ORG Partners LLC New +3,911+3.9k
TUCKER ASSET MANAGEMENT LLC New +5+5

Biggest sellers

RE Dickinson Investment Advisors, LLC Sold out +00

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROTHSCHILD INVESTMENT LLC /IL 1.23% of their portfolio CHICAGO, IL 236,901236.9k $14.6m $14.6m 1.23% Added +8.7k +8,700
2 ORG Partners LLC 0.07% of their portfolio ROANOKE, IN 3,9113.9k $240.5k $240.5k 0.07% New
3 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 55 $280 $280 0.00% New