Ownership history in 55I, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in American Funds Capital World G (WGIFX). 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 | 9,580 | +3,945 | +70.0% | 0.01% | $475K | $33.11 |
| 2022 Q1 | ADDED | 5,635 | +2,420 | +75.3% | 0.01% | $330K | $38.84 |
| 2021 Q4 | INITIATED | 3,215 | — | — | 0.01% | $204K | $41.99 |
As of 2025 Q4 — sorted by position size