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
Ashleigh Swayze@Brendel Financial Advisors Llc
Recent Activity
New Position
0.4%
$655,000
18,572 shares@ 35.27 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
New Position
0.15%
$276,210
7,833 shares@ 35.27 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.01%
$19,392
550 shares@ 35.26 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
New Position
0.01%
$13,011
369 shares@ 35.27 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
New Position
0.01%
$9,062
257 shares@ 35.27 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$3,526
100 shares@ 35.26 avg price
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
New Position
0.01%
$2,000
70 shares@ 28.58 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
New Position
0.01%
$1,798
51 shares@ 35.26 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
New Position
0.01%
$705
20 shares@ 35.25 avg price