CGDG

Cap Group Dividend Growers

Latest period2024 - Q4Total superinvestors14

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, 14 superinvestors own shares of Cap Group Dividend Growers (CGDG), 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 Growers (CGDG), 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 Growers (CGDG) 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 Growers (CGDG) 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.63%
0.02%
$4.479M
151,102 shares@ 29.65 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 21.67%
0.13%
$3.508M
118,366 shares@ 29.65 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$2.932M
95,428 shares@ 30.73 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.21%
$1.268M
42,778 shares@ 29.65 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 177.22%
0.38%
$1.228M
41,427 shares@ 29.64 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 52.78%
0.41%
$829,327
27,980 shares@ 29.64 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 54.33%
0.07%
$767,541
25,895 shares@ 29.65 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.57%
$517,070
17,445 shares@ 29.65 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 21.12%
0.01%
$506,000
17,081 shares@ 29.63 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
New Position
0.07%
$297,408
10,034 shares@ 29.65 avg price