CGDV

Cap Group Dividend Value

Latest period2024 - Q4Total superinvestors70

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, 70 superinvestors own shares of Cap Group Dividend Value (CGDV), 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 Dividend Value (CGDV), 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 Dividend Value (CGDV) 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 Dividend Value (CGDV) 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
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
3.21%
$11.124M
315,489 shares@ 35.26 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
New Position
1.76%
$6.93M
196,545 shares@ 35.26 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
New Position
4.68%
$5.358M
151,948 shares@ 35.26 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
4.19%
$3.799M
107,745 shares@ 35.26 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
New Position
0.31%
$2.038M
57,811 shares@ 35.26 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.87%
$1.965M
55,733 shares@ 35.26 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.66%
$1.507M
43,118 shares@ 34.96 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
New Position
0.98%
$1.079M
30,614 shares@ 35.26 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.03%
$1.023M
29,011 shares@ 35.26 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.12%
$946,347
25,970 shares@ 36.45 avg price