Amer FND Smallcap WRLD-ASMCWX
13F holders, Q3 2024 (September 30)4holders −1
1new positions
2sold out
$70.74avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Hemenway Trust Co LLC ($319K), Coston, McIsaac & Partners ($255K) and Tucker Asset Management LLC ($121K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD A (Q3 2024)
- CUSIP
- 831681101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 2 | $258K |
All 13F filers, Q2 2024 → Q3 2024: 307 shares bought and 3,871 shares sold, net −3,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Hemenway Trust Co LLC | 0.03% | No change | 4,508 | $319K |
| Coston, McIsaac & Partners | 0.07% | No change | 3,613 | $255K |
| Tucker Asset Management LLC | 0.03% | No change | 1,710 | $121K |
| Eagle Bay Advisors LLC | 0.01% | New | 307 | $22K |
"% 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.