Personal Finance & Money Asked on February 4, 2021
Is there a process that would let you look for index funds that contain specific stock.
Like, find index funds that contain Alphabet NASDAQ: GOOGL
.
I know how to do it manually – you just go to each individual index fund and look under portfolio, but the process is slow and tedious, so I am hoping that there is a ‘better way’
Copied from the comment by @BobBaerker, so some poor sap wouldn't have to experience my last few days...
There is an online system that allows doing just that
One can look for overlaps in funds and also find funds with specific stock
Answered by Matas Vaitkevicius on February 4, 2021
Many of the online tools will allow you to look at the financial details of the company. They typically have a section/tab that list the largest investors. This includes people, investment companies and mutual funds.
for example:
https://finance.yahoo.com/quote/GOOG/holders?p=GOOG
Top Mutual Fund Holders
Holder Shares Date Reported % Out Value Vanguard Total Stock Market Index Fund 8,222,028 Jun 29, 2019 2.41% 8,887,272,285 Vanguard 500 Index Fund 6,032,827 Jun 29, 2019 1.77% 6,520,943,032 Growth Fund Of America Inc 3,494,307 Sep 29, 2019 1.02% 4,259,560,233 SPDR S&P 500 ETF Trust 3,359,630 Nov 29, 2019 0.99% 4,384,182,764
Answered by mhoran_psprep on February 4, 2021
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