Cap Group Core Bond
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, 17 superinvestors own shares of Cap Group Core Bond (CGCB), 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 Core Bond (CGCB), 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 Core Bond (CGCB) 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 Core Bond (CGCB) 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 |
---|---|---|---|
Colleen O'Donnell@Pines Wealth Management, Llc
| 0.36% | $807,811 31,654 shares@ 25.53 avg price | New Position |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $816,757 30,306 shares@ 26.96 avg price | |
Steve Corless@Advisornet Financial, Inc
| 0.05% | $575,707 22,323 shares@ 25.79 avg price | Decreased -13.2% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $522,402 20,256 shares@ 25.79 avg price | New Position |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $435,000 16,882 shares@ 25.77 avg price | Increased 87.31% |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.04% | $419,345 16,260 shares@ 25.79 avg price | Increased 602.38% |
LEONID BERLINE@Armstrong Advisory Group, Inc
| 0.01% | $7,119 276 shares@ 25.8 avg price | New Position |