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 | $51,679 | -3.4% | 346 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $53,478 | +9.0% | 345 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $49,083 | +7.5% | 343 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $45,660 | -99.9% | 343 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $42,476,000 | -5.0% | 340 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $44,721,000 | -16.1% | 339 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $53,306,000 | -4.6% | 338 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $55,878,000 | +11.2% | 338 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $50,237,000 | +8.3% | 335 | +8.1% | 0.01% | +14.3% |
| Q2 2021 | $46,373,000 | +39.8% | 310 | +29.2% | 0.01% | +40.0% |
| Q1 2021 | $33,170,000 | +203.4% | 240 | +185.7% | 0.01% | +150.0% |
| Q4 2020 | $10,934,000 | – | 84 | – | 0.00% | – |
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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% |