US6492808158 - American Funds - New World Fund Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 24 total, 24 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alocarea medie a portofoliului 5.1791 % - change of 4,63% MRQ
Acțiuni instituționale (lung) 130.684.501 (ex 13D/G) - change of -3,68MM shares -2,74% MRQ
Valoare instituțională (lungă) $ 10.487.903 USD ($1000)
Proprietatea instituțională și acționarii

American Funds - New World Fund (US:US6492808158) are 24 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 130,684,501 acțiuni. Cei mai mari acționari includ AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AANTX - American Funds 2060 Target Date Retirement Fund Class A, PGGAX - American Funds Global Growth Portfolio Class A, TDTTX - American Funds 2065 Target Date Retirement Fund Class T, Jnl Series Trust - Jnl/american Funds Growth Allocation Fund (a), Jnl Series Trust - Jnl/american Funds Moderate Growth Allocation Fund (a), and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Global Growth Allocation Managed Risk Fund Standard Class .

American Funds - New World Fund (US6492808158) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US6492808158 / American Funds - New World Fund Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2025-08-27 NP Jnl Series Trust - Jnl/american Funds Moderate Growth Allocation Fund (a) 1.443.939 59,22 128.496 81,01
2025-06-26 NP TDTTX - American Funds 2065 Target Date Retirement Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.429.016 4,05 353.746 5,14
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Global Growth Allocation Managed Risk Fund Standard Class 748.525 -10,85 66.611 1,35
2025-06-26 NP AAHTX - American Funds 2045 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28.267.419 -3,79 2.257.719 -2,78
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Balanced Allocation Fund Standard Class 95.131 -7,89 8.466 4,71
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2050 Target Date Fund Class 4 6.154 1,70 548 15,64
2025-06-26 NP PGGAX - American Funds Global Growth Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.329.153 -0,32 425.639 0,73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Income Allocation Fund Standard Class 11.977 -9,74 1.066 2,60
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2070 Target Date Fund Class 4 104 4,00 9 28,57
2025-06-26 NP AAGTX - American Funds 2040 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.079.739 -7,65 1.683.639 -6,68
2025-06-26 NP TDABX - American Funds 2070 Target Date Retirement Fund Class T 145.465 81,77 11.618 83,68
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Growth Allocation Fund Standard Class 160.859 -40,52 12.592 -39,51
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2045 Target Date Fund Class 4 8.026 5,88 714 20,40
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2060 Target Date Fund Class 1A 185 27,59 17 45,45
2025-08-27 NP JNL SERIES TRUST - JNL/American Funds Moderate Allocation Fund (I) 9.127 159,73 812 195,27
2025-06-26 NP AAMTX - American Funds 2055 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.992.093 -4,23 1.916.249 -3,22
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2065 Target Date Fund Class 1 67 17,54 6 50,00
2025-08-27 NP Jnl Series Trust - Jnl/american Funds Growth Allocation Fund (a) 3.069.786 42,16 273.180 61,61
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A 2.042 -2,16 182 11,04
2025-06-26 NP AAFTX - American Funds 2035 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 579.012 -17,34 46.246 -16,48
2025-06-26 NP AANTX - American Funds 2060 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.244.618 -1,79 1.217.588 -0,76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Global Balanced Allocation Managed Risk Fund Standard Class 125.804 -9,40 11.195 3,00
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2055 Target Date Fund Class 1A 5.325 9,19 474 24,15
2025-06-26 NP AALTX - American Funds 2050 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.930.935 -3,45 2.071.104 -2,43
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