CGUS

Cap Group Core Equity

Latest period2024 - Q4Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 42 superinvestors own shares of Cap Group Core Equity (CGUS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Core Equity (CGUS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Core Equity (CGUS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Core Equity (CGUS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.98%
$2.079M
59,457 shares@ 34.97 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
2.01%
$1.823M
52,118 shares@ 34.97 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.78%
$1.783M
51,444 shares@ 34.66 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
New Position
0.09%
$410,102
11,727 shares@ 34.98 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.35%
$380,237
10,873 shares@ 34.98 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
New Position
0.11%
$200,273
5,727 shares@ 34.97 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.02%
$104,699
2,994 shares@ 34.97 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
New Position
0.01%
$2,972
85 shares@ 34.97 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$2,833
81 shares@ 34.98 avg price