Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 23 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,185 | -3.6% | 1,642 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $254,460 | +8.3% | 1,642 | 0.0% | 0.08% | +3.8% |
| Q1 2023 | $234,909 | +7.5% | 1,642 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $218,526 | +6.6% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $205,000 | -5.5% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $217,000 | -16.2% | 1,642 | 0.0% | 0.08% | -1.3% |
| Q1 2022 | $259,000 | -4.4% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q4 2021 | $271,000 | +1.5% | 1,642 | -36.8% | 0.08% | -22.2% |
| Q2 2019 | $267,000 | +3.9% | 2,600 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $257,000 | +13.7% | 2,600 | 0.0% | 0.10% | 0.0% |
| Q4 2018 | $226,000 | – | 2,600 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 322,569 | $50,873,000 | 29.77% |
| Sippican Capital Advisors | 16,018 | $2,526,000 | 2.10% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $681,000 | 0.56% |
| Almanack Investment Partners, LLC. | 25,478 | $4,018,000 | 0.35% |
| ENCOMPASS WEALTH ADVISORS, LLC | 5,645 | $890,000 | 0.22% |
| GOFEN & GLOSSBERG LLC /IL/ | 57,776 | $9,112,000 | 0.21% |
| THOMAS STORY & SON LLC | 2,916 | $460,000 | 0.18% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 75,817 | $11,957,000 | 0.18% |
| NAVELLIER & ASSOCIATES INC | 4,820 | $760,000 | 0.13% |
| Barrett Asset Management, LLC | 17,600 | $2,775,000 | 0.12% |