Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 23 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $44,196,000 | +7.9% | 332,004 | +1.3% | 29.78% | -3.1% |
Q3 2022 | $40,942,000 | +3.9% | 327,717 | +9.7% | 30.73% | +6.1% |
Q2 2022 | $39,420,000 | -22.5% | 298,821 | -7.4% | 28.97% | -2.7% |
Q1 2022 | $50,873,000 | -10.5% | 322,569 | -6.1% | 29.77% | -3.9% |
Q4 2021 | $56,822,000 | +0.1% | 343,705 | -9.2% | 30.99% | -4.7% |
Q3 2021 | $56,769,000 | +1.3% | 378,565 | +1.1% | 32.51% | +1.2% |
Q2 2021 | $56,031,000 | +8.1% | 374,561 | -0.1% | 32.11% | +0.4% |
Q1 2021 | $51,828,000 | +20.8% | 375,001 | +13.8% | 31.99% | +13.3% |
Q4 2020 | $42,911,000 | +10.9% | 329,652 | -0.3% | 28.23% | +1.2% |
Q3 2020 | $38,705,000 | +7.5% | 330,612 | -0.8% | 27.89% | +2.3% |
Q2 2020 | $35,995,000 | +7.7% | 333,441 | -10.1% | 27.26% | -0.1% |
Q1 2020 | $33,407,000 | -22.8% | 370,897 | -4.0% | 27.29% | +10.0% |
Q4 2019 | $43,277,000 | +54.3% | 386,326 | +43.2% | 24.82% | +20.9% |
Q3 2019 | $28,040,000 | +5.5% | 269,819 | +4.3% | 20.54% | +7.1% |
Q2 2019 | $26,570,000 | -5.7% | 258,811 | -9.1% | 19.18% | -5.6% |
Q1 2019 | $28,186,000 | -4.5% | 284,740 | -16.0% | 20.31% | -14.5% |
Q4 2018 | $29,519,000 | – | 338,904 | – | 23.75% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sippican Capital Advisors | 17,353 | $2,591,809 | 2.34% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $645 | 0.63% |
TEXAS CAPITAL BANCSHARES INC/TX | 6,889 | $1,029,085 | 0.57% |
THOMAS STORY & SON LLC | 2,988 | $446 | 0.22% |
Coston, McIsaac & Partners | 3,730 | $557 | 0.21% |
ROTHSCHILD INVESTMENT LLC /IL | 13,492 | $2,015 | 0.17% |
FULTON BANK, N.A. | 17,238 | $2,574,796 | 0.13% |
TWIN CAPITAL MANAGEMENT INC | 5,473 | $817,392 | 0.12% |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,267 | $339 | 0.12% |
CARRET ASSET MANAGEMENT, LLC | 4,350 | $649,662 | 0.09% |