NEW PERSPECTIVE FD INC CL F3's ticker is and the CUSIP is 648018778. A total of 2 filers reported holding NEW PERSPECTIVE FD INC CL F3 in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,393 | +24.7% | 45,113 | +30.4% | 0.20% | +26.2% |
| Q2 2023 | $1,919 | +23.3% | 34,589 | +16.0% | 0.16% | +17.6% |
| Q1 2023 | $1,556 | +10.3% | 29,826 | -0.0% | 0.14% | +4.6% |
| Q4 2022 | $1,411 | -99.9% | 29,829 | +8.3% | 0.13% | +4.8% |
| Q3 2022 | $1,254,000 | +2.3% | 27,535 | +8.9% | 0.12% | +9.7% |
| Q2 2022 | $1,226,000 | -19.8% | 25,292 | -1.1% | 0.11% | -5.8% |
| Q1 2022 | $1,529,000 | -12.7% | 25,567 | -3.1% | 0.12% | -11.8% |
| Q4 2021 | $1,752,000 | -6.8% | 26,389 | -6.0% | 0.14% | -13.9% |
| Q3 2021 | $1,880,000 | +4.2% | 28,088 | +4.3% | 0.16% | +9.7% |
| Q2 2021 | $1,804,000 | +6.9% | 26,930 | -1.3% | 0.14% | -0.7% |
| Q1 2021 | $1,687,000 | -2.0% | 27,275 | -4.2% | 0.14% | -12.7% |
| Q4 2020 | $1,722,000 | +16.2% | 28,468 | +3.6% | 0.17% | +3.1% |
| Q3 2020 | $1,482,000 | +12.5% | 27,490 | -0.1% | 0.16% | +1.9% |
| Q2 2020 | $1,317,000 | +18.4% | 27,530 | -4.3% | 0.16% | +9.0% |
| Q1 2020 | $1,112,000 | -14.2% | 28,779 | +4.8% | 0.14% | +12.4% |
| Q4 2019 | $1,296,000 | +8.5% | 27,448 | +2.5% | 0.13% | -7.2% |
| Q3 2019 | $1,194,000 | -0.4% | 26,775 | 0.0% | 0.14% | -1.4% |
| Q2 2019 | $1,199,000 | -3.1% | 26,775 | -7.2% | 0.14% | -2.8% |
| Q1 2019 | $1,237,000 | +18.4% | 28,837 | +3.9% | 0.14% | +3.6% |
| Q4 2018 | $1,045,000 | -18.0% | 27,758 | +2.2% | 0.14% | -6.7% |
| Q3 2018 | $1,274,000 | +94.2% | 27,160 | +86.8% | 0.15% | +80.7% |
| Q2 2018 | $656,000 | +2.3% | 14,536 | 0.0% | 0.08% | +1.2% |
| Q1 2018 | $641,000 | +2.2% | 14,536 | 0.0% | 0.08% | +20.6% |
| Q4 2017 | $627,000 | -58.3% | 14,536 | -57.9% | 0.07% | -60.0% |
| Q3 2017 | $1,505,000 | +227.9% | 34,491 | +211.0% | 0.17% | +226.9% |
| Q2 2017 | $459,000 | – | 11,089 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC /IL | 45,113 | $2,393 | 0.20% |
| Strategic Investment Solutions, Inc. /IL | 186,102 | $10,289,202 | 0.13% |
| ORG Partners LLC | 6,394 | $339,172 | 0.10% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 5,098 | $270,386 | 0.08% |
| Mengis Capital Management, Inc. | 5,064 | $268,641 | 0.06% |
| MOTCO | 11,956 | $634,129 | 0.04% |