FUNDAMENTAL INVS's ticker is and the CUSIP is 360802102. A total of 7 filers reported holding FUNDAMENTAL INVS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,617 | -1.7% | 3,811 | +14.2% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +5.4% | 3,337 | +1.3% | 0.01% | -6.7% |
| Q1 2021 | $242,000 | -43.5% | 3,294 | -46.8% | 0.02% | -44.4% |
| Q4 2020 | $428,000 | +101.9% | 6,191 | +42.7% | 0.03% | +35.0% |
| Q1 2020 | $212,000 | -12.0% | 4,339 | +11.4% | 0.02% | +17.6% |
| Q4 2019 | $241,000 | +4.8% | 3,894 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $230,000 | -0.4% | 3,894 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $231,000 | -26.0% | 3,894 | -18.5% | 0.02% | -28.0% |
| Q3 2018 | $312,000 | – | 4,775 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INDEPENDENT INVESTORS INC | 8,976 | $556,000 | 0.18% |
| Lake Point Wealth Management | 2,681 | $166,000 | 0.06% |
| QCI ASSET MANAGEMENT INC/NY | 4,710 | $292,000 | 0.02% |
| NORTH STAR ASSET MANAGEMENT INC | 3,894 | $241,000 | 0.02% |
| Chevy Chase Trust Holdings, LLC | 695 | $43,000 | 0.00% |