THOMAS STORY & SON LLC - Fidelity Tr 500 Index Ins Prem ownership

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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%.

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Quarter-by-quarter ownership
THOMAS STORY & SON LLC ownership history of Fidelity Tr 500 Index Ins Prem
ValueSharesWeighting
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%
2,9650.0%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%
2,9160.0%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%
2,8770.0%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%
2,8240.0%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
Fidelity Tr 500 Index Ins Prem shareholders Q2 2022
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 322,569$50,873,00029.77%
Sippican Capital Advisors 16,018$2,526,0002.10%
MAGNOLIA CAPITAL MANAGEMENT LTD 4,316$681,0000.56%
Almanack Investment Partners, LLC. 25,478$4,018,0000.35%
ENCOMPASS WEALTH ADVISORS, LLC 5,645$890,0000.22%
GOFEN & GLOSSBERG LLC /IL/ 57,776$9,112,0000.21%
THOMAS STORY & SON LLC 2,916$460,0000.18%
TOCQUEVILLE ASSET MANAGEMENT L.P. 75,817$11,957,0000.18%
NAVELLIER & ASSOCIATES INC 4,820$760,0000.13%
Barrett Asset Management, LLC 17,600$2,775,0000.12%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders