CGDV

Cap Group Dividend Value

Latest period2024 - Q4Total superinvestors149

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, 149 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

SuperinvestorPortfolio %Reported Value
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Increased 0.38%
17.48%
$381.745M
10.827M shares@ 35.26 avg price
Kathleen Thornhill@Confluence Wealth Services, Inc.
Recent Activity
Increased 9.01%
11.21%
$172.341M
4.709M shares@ 36.6 avg price
Heidi Johnson Bixby@Johnson Bixby & Associates, Llc
Recent Activity
Increased 2.68%
10.7%
$70.115M
1.989M shares@ 35.27 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 10.88%
0.18%
$64.607M
1.832M shares@ 35.27 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.03%
0.11%
$50.025M
1.373M shares@ 36.45 avg price
Chris Schurmann@Summit Investment Advisory Services, Llc
Recent Activity
Increased 4.05%
16.75%
$32.477M
921,074 shares@ 35.26 avg price
Jeffry R. Jones@Wj Wealth Management, Llc
Recent Activity
Increased 0.5%
7.76%
$22.531M
638,993 shares@ 35.26 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 44.09%
1.15%
$18.001M
510,514 shares@ 35.26 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
Increased 13.34%
1.06%
$17.751M
503,425 shares@ 35.27 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 10.47%
0.49%
$17.32M
491,212 shares@ 35.27 avg price

1-10 of 149