CGSD

Cap Group Short Duration

Latest period2024 - Q4Total superinvestors15

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -34.22%
0.1%
$293,233
11,437 shares@ 25.64 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
0.08%
$210,633
8,215 shares@ 25.65 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Decreased -36.51%
0.01%
$92,791
3,619 shares@ 25.64 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$19,999
780 shares@ 25.64 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Increased 0.27%
0.02%
$19,692
768 shares@ 25.65 avg price