Amer FNDS New Economy-AANEFX

13F holders, Q3 2024 (September 30)
2holders +1
1new positions
0sold out
$65.55avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Amer FNDS New Economy-A (ANEFX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($40K) and Eagle Bay Advisors LLC ($27K).

Company
Amer FNDS New Economy-A
Filed as
AMERICAN FUNDS NEW ECONOMY A (Q3 2024)
CUSIP
643822109
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$27K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 413 shares bought, net +413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Tucker Asset Management LLC 0.01% No change 615 $40K
Eagle Bay Advisors LLC 0.01% New 413 $27K

"% of holder's portfolio" is ANEFX's weight in each manager's 13F, not the share of Amer FNDS New Economy-A the manager owns.