Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 18 filers reported holding Fidelity Tr 500 Index Ins Prem in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sequent Asset Management, LLC | 375,001 | $51,828,000 | 31.99% |
Sippican Capital Advisors | 16,290 | $2,251,000 | 2.08% |
HARBOR ADVISORY CORP /MA/ | 37,400 | $5,169,000 | 2.06% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $597,000 | 0.59% |
Almanack Investment Partners, LLC. | 20,862 | $2,883,000 | 0.29% |
GOFEN & GLOSSBERG LLC /IL/ | 56,639 | $7,828,000 | 0.20% |
ENCOMPASS WEALTH ADVISORS, LLC | 5,343 | $772,000 | 0.20% |
THOMAS STORY & SON LLC | 2,877 | $398,000 | 0.15% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 64,675 | $8,939,000 | 0.14% |
ROTHSCHILD INVESTMENT LLC /IL | 10,292 | $1,422,000 | 0.12% |