Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 20 filers reported holding Fidelity Tr 500 Index Ins Prem in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,392 | -3.3% | 5,473 | +0.4% | 0.12% | +6.4% |
| Q2 2023 | $845,103 | +8.7% | 5,452 | +0.4% | 0.11% | +3.8% |
| Q1 2023 | $777,332 | +107414.8% | 5,432 | 0.0% | 0.11% | +12.8% |
| Q4 2022 | $723 | -99.9% | 5,432 | +0.9% | 0.09% | +3.3% |
| Q3 2022 | $673,000 | -4.8% | 5,383 | +0.4% | 0.09% | +1.1% |
| Q2 2022 | $707,000 | – | 5,361 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 378,565 | $56,769,000 | 32.51% |
| Sippican Capital Advisors | 16,834 | $2,524,000 | 2.19% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $647,000 | 0.56% |
| Almanack Investment Partners, LLC. | 25,466 | $3,819,000 | 0.34% |
| WINSLOW ASSET MANAGEMENT INC | 11,149 | $1,672,000 | 0.32% |
| ENCOMPASS WEALTH ADVISORS, LLC | 5,680 | $851,000 | 0.22% |
| GOFEN & GLOSSBERG LLC /IL/ | 54,193 | $8,127,000 | 0.19% |
| NAVELLIER & ASSOCIATES INC | 8,100 | $1,215,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,895 | $434,000 | 0.18% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 76,989 | $11,545,000 | 0.17% |