NEW PERSPECTIVE FD INC CL F3's ticker is and the CUSIP is 648018778. A total of 4 filers reported holding NEW PERSPECTIVE FD INC CL F3 in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $634,129 | -3.3% | 11,956 | +1.2% | 0.04% | 0.0% |
Q2 2023 | $655,515 | +6.3% | 11,817 | 0.0% | 0.04% | +2.4% |
Q1 2023 | $616,635 | +10.3% | 11,817 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $558,848 | +4.7% | 11,817 | +0.8% | 0.04% | 0.0% |
Q3 2022 | $534,000 | -9.5% | 11,719 | -3.8% | 0.04% | -4.5% |
Q2 2022 | $590,000 | -16.1% | 12,181 | +3.6% | 0.04% | -4.3% |
Q1 2022 | $703,000 | +3.2% | 11,757 | +14.6% | 0.05% | +9.5% |
Q4 2021 | $681,000 | +0.1% | 10,258 | +1.0% | 0.04% | -4.5% |
Q3 2021 | $680,000 | -8.2% | 10,160 | -8.2% | 0.04% | -10.2% |
Q2 2021 | $741,000 | +5.1% | 11,066 | -2.9% | 0.05% | -2.0% |
Q1 2021 | $705,000 | +1.1% | 11,398 | -1.1% | 0.05% | -2.0% |
Q4 2020 | $697,000 | +13.0% | 11,526 | +0.8% | 0.05% | +4.1% |
Q3 2020 | $617,000 | +9.6% | 11,439 | -2.8% | 0.05% | +2.1% |
Q2 2020 | $563,000 | +14.4% | 11,768 | -7.6% | 0.05% | -2.0% |
Q1 2020 | $492,000 | -21.2% | 12,735 | -3.7% | 0.05% | -5.8% |
Q4 2019 | $624,000 | +6.3% | 13,222 | +0.4% | 0.05% | -1.9% |
Q3 2019 | $587,000 | -0.5% | 13,166 | 0.0% | 0.05% | -3.6% |
Q2 2019 | $590,000 | +3.0% | 13,166 | -1.4% | 0.06% | -3.5% |
Q1 2019 | $573,000 | -1.2% | 13,349 | -13.3% | 0.06% | -10.9% |
Q4 2018 | $580,000 | -18.8% | 15,402 | +1.2% | 0.06% | -9.9% |
Q3 2018 | $714,000 | +3.3% | 15,220 | -0.6% | 0.07% | 0.0% |
Q2 2018 | $691,000 | +2.2% | 15,307 | -0.1% | 0.07% | +2.9% |
Q1 2018 | $676,000 | +2.3% | 15,329 | 0.0% | 0.07% | +3.0% |
Q4 2017 | $661,000 | -0.3% | 15,329 | +0.9% | 0.07% | -1.5% |
Q3 2017 | $663,000 | – | 15,198 | – | 0.07% | – |
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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% |