Cap Group Short Duration
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, 15 superinvestors own shares of Cap Group Short Duration (CGSD), 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 Short Duration (CGSD), 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 Short Duration (CGSD) 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 Short Duration (CGSD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Jacob Godfrey@International Assets Investment Management, Llc
| 0.29% | $3.455M 134,804 shares@ 25.63 avg price | Decreased -96.24% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.04% | $1.029M 40,115 shares@ 25.65 avg price | Decreased -46.41% |
Tammi Ellis@Mutual Advisors, Llc
| 0.03% | $886,737 34,517 shares@ 25.69 avg price | Decreased -27.47% |
Mike Greim@Cgn Advisors Llc
| 0.04% | $318,167 12,409 shares@ 25.65 avg price | Decreased -11.99% |
Dorothy L Broadhead@Truewealth Advisors, Llc
| 0.1% | $293,233 11,437 shares@ 25.64 avg price | Decreased -34.22% |
John Fortier III@St Germain D J Co Inc
| 0.01% | $92,791 3,619 shares@ 25.64 avg price | Decreased -36.51% |