US6480188100 - American New Perspective Fund Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base

Proprietari istituzionali	33 total, 33 long only, 0 short only, 0 long/short - change of -2,94% MRQ
Allocazione media del portafoglio	6.8225 % - change of 3,92% MRQ

Azioni istituzionali (Long)	330.243.424 (ex 13D/G) - change of -2,42MM shares -0,73% MRQ
Valore istituzionale (Long)	$ 20.603.911 USD ($1000)

Proprietà istituzionale e azionisti

American New Perspective Fund (US:US6480188100) ha 33 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 330,243,424 azioni. I maggiori azionisti includono RGWFX - American Funds Growth Portfolio Class R-5, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, AANTX - American Funds 2060 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, PGGAX - American Funds Global Growth Portfolio Class A, AAETX - American Funds 2030 Target Date Retirement Fund Class A, and BLPAX - American Funds Moderate Growth and Income Portfolio Class A .

(American New Perspective Fund (US6480188100) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

US6480188100 / American New Perspective Fund Institutional Ownership

Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data effettiva :

Data di deposito	Fonte	Investitore	Azioni	Δ Azioni (%)	Valore dichiarato ($ 1000)	Δ Valore (%)
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2050 Target Date Fund Class 4	11.475	-0,34	802	14,25
2025-08-26	NP	EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares	12.843	-3,15	898	11,14
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2065 Target Date Fund Class 1	108	18,68	8	40,00
2025-06-26	NP	BLPAX - American Funds Moderate Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11.603.377	-2,12	723.819	-5,89
2025-06-26	NP	RGWFX - American Funds Growth Portfolio Class R-5 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48.562.564	-0,73	3.029.333	-4,56
2025-06-26	NP	AADTX - American Funds 2025 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	57.788	-14,06	3.605	-17,38
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2030 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2.846	-27,23	199	-16,39
2025-06-26	NP	CAAZX - American Funds College 2042 Fund Class 529-F-2	384.985	32,94	24.015	27,81
2025-08-26	NP	EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares	149.720	2,99	10.470	18,11
2025-06-26	NP	AAFTX - American Funds 2035 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	23.230.254	-2,91	1.449.103	-6,65
2025-06-26	NP	AAGTX - American Funds 2040 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48.122.132	-2,27	3.001.859	-6,03
2025-06-26	NP	TDABX - American Funds 2070 Target Date Retirement Fund Class T	232.544	90,38	14.506	83,06
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2070 Target Date Fund Class 4	165	3,12	12	22,22
2025-06-26	NP	AALTX - American Funds 2050 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48.498.233	-0,29	3.025.320	-4,13
2025-06-26	NP	AANTX - American Funds 2060 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	24.237.336	2,46	1.511.925	-1,49
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2060 Target Date Fund Class 1A	292	31,53	20	53,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2045 Target Date Fund Class 4	12.372	11,73	865	28,15
2025-08-26	NP	EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares	137.395	1,85	9.608	16,80
2025-08-26	NP	EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares	2.730	6,60	191	21,79
2025-06-26	NP	FCFGX - American Funds College 2039 Fund Class 529-F-2	1.382.589	3,72	86.246	-0,28
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A	4.802	0,27	336	14,73
2025-06-26	NP	PGGAX - American Funds Global Growth Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19.218.342	-2,08	1.198.840	-5,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2035 Target Date Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6.224	-1,89	435	12,69
2025-08-26	NP	EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares	12.204	12,01	853	28,46
2025-06-26	NP	AAMTX - American Funds 2055 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	35.398.025	1,51	2.208.129	-2,40
2025-08-26	NP	EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares	81.759	20,42	5.717	38,09
2025-06-26	NP	CTLAX - American Funds College 2033 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	631.353	0,00	39.384	-3,85
2025-06-30	NP	Northern Lights Fund Trust - PFG American Funds Growth Strategy Fund Class R Shares	2.237.686	-4,19	139.587	-7,89
2025-06-26	NP	CCFAX - American Funds College 2036 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.712.919	0,00	106.852	-3,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2055 Target Date Fund Class 1A	7.795	9,04	545	25,29
2025-06-26	NP	AAETX - American Funds 2030 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14.652.799	-8,14	914.042	-11,68
2025-06-26	NP	TDTTX - American Funds 2065 Target Date Retirement Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7.106.938	9,37	443.331	5,15
2025-06-26	NP	AAHTX - American Funds 2045 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	42.530.830	-0,09	2.653.073	-3,94