ZEVIN ASSET MANAGEMENT LLC - FIDELITY BALANCED FUND ownership

FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 1 filers reported holding FIDELITY BALANCED FUND in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of FIDELITY BALANCED FUND
ValueSharesWeighting
Q2 2021$243,0007,7620.05%
Other shareholders
FIDELITY BALANCED FUND shareholders Q3 2021
NameSharesValueWeighting ↓
HEADINVEST, LLC 7,801$209,0000.06%
NEVILLE RODIE & SHAW INC 22,732$609,0000.06%
Williams Jones Wealth Management, LLC. 13,783$369,0000.01%
View complete list of FIDELITY BALANCED FUND shareholders