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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -97.22%
0.06%
$634,923
18,012 shares@ 35.25 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 21.92%
0.06%
$627,628
17,800 shares@ 35.26 avg price
Tom Deck@Bricktown Capital, Llc
Recent Activity
0.13%
$591,345
16,771 shares@ 35.26 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
Increased 0.14%
0.13%
$576,576
16,352 shares@ 35.27 avg price
James Krause@Wealthcare Capital Management Llc
Recent Activity
Decreased -1.23%
0.06%
$561,692
15,930 shares@ 35.27 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 39.99%
0.12%
$541,135
15,347 shares@ 35.26 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
Increased 98.77%
0.17%
$493,197
13,987 shares@ 35.27 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 0.84%
0.18%
$403,557
11,355 shares@ 35.55 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Increased 0.2%
0.05%
$396,395
11,242 shares@ 35.27 avg price