Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 21 filers reported holding Fidelity Tr 500 Index Ins Prem in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $446 | -3.3% | 2,988 | +0.4% | 0.22% | +3.3% |
Q2 2023 | $461 | +8.7% | 2,976 | +0.4% | 0.21% | +2.4% |
Q1 2023 | $424 | +7.3% | 2,965 | 0.0% | 0.20% | +2.0% |
Q4 2022 | $395 | -99.9% | 2,965 | +1.0% | 0.20% | +4.1% |
Q3 2022 | $367,000 | -4.9% | 2,937 | +0.4% | 0.19% | +5.5% |
Q2 2022 | $386,000 | -16.1% | 2,924 | +0.3% | 0.18% | +0.5% |
Q1 2022 | $460,000 | -4.6% | 2,916 | 0.0% | 0.18% | -3.2% |
Q4 2021 | $482,000 | +11.1% | 2,916 | +0.7% | 0.19% | +5.6% |
Q3 2021 | $434,000 | +0.5% | 2,895 | +0.3% | 0.18% | +10.6% |
Q2 2021 | $432,000 | +8.5% | 2,886 | +0.3% | 0.16% | +7.3% |
Q1 2021 | $398,000 | +6.1% | 2,877 | 0.0% | 0.15% | -1.3% |
Q4 2020 | $375,000 | +12.3% | 2,877 | +0.8% | 0.15% | +2.0% |
Q3 2020 | $334,000 | +8.8% | 2,853 | +0.5% | 0.15% | +2.1% |
Q2 2020 | $307,000 | +20.9% | 2,840 | +0.6% | 0.15% | 0.0% |
Q1 2020 | $254,000 | -19.6% | 2,824 | 0.0% | 0.15% | -6.4% |
Q4 2019 | $316,000 | +9.0% | 2,824 | +1.2% | 0.16% | +4.0% |
Q3 2019 | $290,000 | +1.8% | 2,791 | +0.5% | 0.15% | +2.7% |
Q2 2019 | $285,000 | +4.4% | 2,778 | +0.5% | 0.15% | +2.1% |
Q1 2019 | $273,000 | – | 2,763 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sequent Asset Management, LLC | 322,569 | $50,873,000 | 29.77% |
Sippican Capital Advisors | 16,018 | $2,526,000 | 2.10% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $681,000 | 0.56% |
Almanack Investment Partners, LLC. | 25,478 | $4,018,000 | 0.35% |
ENCOMPASS WEALTH ADVISORS, LLC | 5,645 | $890,000 | 0.22% |
GOFEN & GLOSSBERG LLC /IL/ | 57,776 | $9,112,000 | 0.21% |
THOMAS STORY & SON LLC | 2,916 | $460,000 | 0.18% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 75,817 | $11,957,000 | 0.18% |
NAVELLIER & ASSOCIATES INC | 4,820 | $760,000 | 0.13% |
Barrett Asset Management, LLC | 17,600 | $2,775,000 | 0.12% |