Amer FND Smallcap WRLD-ASMCWX

13F holders, Q1 2024 (March 31)
5holders
$68.46avg. 13F price*

At the end of Q1 2024, 5 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings. The largest holders were Hemenway Trust Co LLC ($309K), Silvercrest Asset Management Group LLC ($263K) and Coston, McIsaac & Partners ($247K).

Company
Amer FND Smallcap WRLD-A
Filed as
AMERICAN FUNDS SMALL CAP WORLD (Q1 2024)
CUSIP
831681101
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$572K
Exits1$10K

Ownership 5 holders

Hemenway Trust Co LLC 0.03% New 4,508 $309K
Silvercrest Asset Management Group LLC 0.00% New 3,840 $263K
Coston, McIsaac & Partners 0.08% No change 3,613 $247K
Tucker Asset Management LLC 0.03% No change 1,710 $117K
Boyd Watterson Asset Management LLC 0.00% No change 27 $2K

"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.