Ownership history in 55I, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in American Funds Capital World G (CWGIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | ADDED | 10,139 | +901 | +9.8% | 0.01% | $503K | $33.45 |
| 2022 Q1 | REDUCED | 9,238 | -277 | -2.9% | 0.01% | $542K | $39.26 |
| 2021 Q4 | ADDED | 9,515 | +4,794 | +101.5% | 0.02% | $606K | $42.47 |
| 2021 Q3 | INITIATED | 4,721 | — | — | 0.01% | $299K | $37.79 |
As of 2025 Q4 — sorted by position size