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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -96.24%
0.29%
$3.455M
134,804 shares@ 25.63 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$3.002M
115,875 shares@ 25.92 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 107.41%
0.43%
$1.402M
54,673 shares@ 25.64 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Increased 84.91%
0.84%
$1.314M
51,265 shares@ 25.65 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -46.41%
0.04%
$1.029M
40,115 shares@ 25.65 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -27.47%
0.03%
$886,737
34,517 shares@ 25.69 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.3%
$675,244
26,387 shares@ 25.6 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$543,747
21,207 shares@ 25.64 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 9.95%
0.01%
$413,000
16,123 shares@ 25.62 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -11.99%
0.04%
$318,167
12,409 shares@ 25.65 avg price