Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 22 filers reported holding Fidelity Tr 500 Index Ins Prem in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,015 | -15.4% | 13,492 | -12.2% | 0.17% | -14.1% |
| Q2 2023 | $2,381 | +5.9% | 15,361 | -2.2% | 0.20% | +0.5% |
| Q1 2023 | $2,248 | +2.8% | 15,710 | -4.4% | 0.20% | -2.0% |
| Q4 2022 | $2,187 | -99.9% | 16,431 | -1.4% | 0.20% | -2.4% |
| Q3 2022 | $2,081,000 | +453.5% | 16,661 | +484.2% | 0.21% | +488.6% |
| Q2 2022 | $376,000 | -29.2% | 2,852 | -15.2% | 0.04% | -16.7% |
| Q1 2022 | $531,000 | -66.3% | 3,364 | -68.1% | 0.04% | -66.4% |
| Q2 2021 | $1,577,000 | +10.9% | 10,543 | +2.4% | 0.12% | +1.6% |
| Q1 2021 | $1,422,000 | +10.2% | 10,292 | +3.8% | 0.12% | -0.8% |
| Q4 2020 | $1,290,000 | +11.3% | 9,912 | +0.1% | 0.12% | -1.6% |
| Q3 2020 | $1,159,000 | +10.0% | 9,902 | +1.4% | 0.13% | -0.8% |
| Q2 2020 | $1,054,000 | +17.2% | 9,762 | -2.2% | 0.13% | +8.5% |
| Q1 2020 | $899,000 | +162.9% | 9,985 | +227.2% | 0.12% | +244.1% |
| Q4 2019 | $342,000 | – | 3,052 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 386,326 | $43,277,000 | 24.82% |
| Almanack Investment Partners, LLC. | 43,626 | $4,887,000 | 0.93% |
| GOFEN & GLOSSBERG LLC /IL/ | 191,142 | $21,412,000 | 0.68% |
| ALBION FINANCIAL GROUP /UT | 13,498 | $1,512,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,824 | $316,000 | 0.16% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,316 | $8,213,000 | 0.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,154 | $241,000 | 0.10% |
| TRADITION ASSET MANAGEMENT LLC | 3,360 | $376,000 | 0.09% |
| CARRET ASSET MANAGEMENT, LLC | 5,170 | $579,000 | 0.08% |
| ROTHSCHILD INVESTMENT LLC /IL | 3,052 | $342,000 | 0.03% |