CGDV

Cap Group Dividend Value

Latest period2024 - Q4Total superinvestors70

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Maxim Meyers@Octavia Wealth Advisors, Llc Recent Activity Increased 0.2%	0.05%	$396,395 11,242 shares@ 35.27 avg price	Increased 0.2%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 0.38%	0.01%	$395,554 11,218 shares@ 35.27 avg price	Increased 0.38%
BRUCE G ALLEN@Bruce G. Allen Investments, Llc Recent Activity Increased 12.27%	0.23%	$280,581 7,957 shares@ 35.27 avg price	Increased 12.27%
Richard Buchan@180 Wealth Advisors, Llc Recent Activity Increased 2.1%	0.04%	$246,015 6,977 shares@ 35.27 avg price	Increased 2.1%
John Taylor-Jones@Private Client Services, Llc Recent Activity Increased 11.83%	0.13%	$231,129 6,555 shares@ 35.26 avg price	Increased 11.83%
Stephen Tuttle@Signet Financial Management, Llc Recent Activity Increased 2.13%	0.03%	$207,969 5,898 shares@ 35.27 avg price	Increased 2.13%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 29.35%	0.05%	$204,172 5,788 shares@ 35.28 avg price	Increased 29.35%
DAVID TODD CLARK@Westside Investment Management, Inc. Recent Activity Increased 1595.66%	0.03%	$137,514 3,900 shares@ 35.26 avg price	Increased 1595.66%
Samuel R. Winch@Winch Advisory Services, Llc Recent Activity Increased 0.26%	0.03%	$98,087 2,782 shares@ 35.26 avg price	Increased 0.26%