Stephens Inc. AR lowered its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 433,709 shares of the company’s stock after selling 44,179 shares during the quarter. Stephens Inc. AR owned about 0.93% of Capital Group U.S. Small and Mid Cap ETF worth $12,508,000 as of its most recent filing with the SEC.
A number of other large investors have also modified their holdings of the stock. Envestnet Asset Management Inc. grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 181.9% in the third quarter. Envestnet Asset Management Inc. now owns 5,204,921 shares of the company’s stock valued at $147,768,000 after buying an additional 3,358,406 shares in the last quarter. Merit Financial Group LLC grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.4% in the fourth quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock valued at $39,235,000 after buying an additional 44,397 shares in the last quarter. Captrust Financial Advisors grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 8.0% in the third quarter. Captrust Financial Advisors now owns 997,496 shares of the company’s stock valued at $28,319,000 after buying an additional 74,056 shares in the last quarter. Assetmark Inc. grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 40.5% in the fourth quarter. Assetmark Inc. now owns 751,163 shares of the company’s stock valued at $21,664,000 after buying an additional 216,525 shares in the last quarter. Finally, Ergawealth Advisors Inc. grew its stake in Capital Group U.S. Small and Mid Cap ETF by 125.1% during the 4th quarter. Ergawealth Advisors Inc. now owns 749,108 shares of the company’s stock valued at $21,604,000 after purchasing an additional 416,344 shares in the last quarter.
Capital Group U.S. Small and Mid Cap ETF Stock Down 1.3%
CGMM stock opened at $30.98 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $25.00 and a 52-week high of $32.38. The stock’s 50 day moving average is $30.49 and its two-hundred day moving average is $29.88. The company has a market capitalization of $2.32 billion, a PE ratio of 21.71 and a beta of 0.92.
About Capital Group U.S. Small and Mid Cap ETF
The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.
Featured Stories
- Five stocks we like better than Capital Group U.S. Small and Mid Cap ETF
- 3 Stocks to Own If Gas Prices Keep Rising
- 3 Crucial Aerospace Component Makers That Analysts Love
- Alphabet’s Googlebook Brings Gemini AI to PC Hardware
- Peloton Stock Gives Back Gains After Upbeat Earnings Report
Receive News & Ratings for Capital Group U.S. Small and Mid Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Group U.S. Small and Mid Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
