Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 16 filers reported holding Fidelity Tr 500 Index Ins Prem in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 386,326 | $43,277,000 | 24.82% |
| Almanack Investment Partners, LLC. | 43,626 | $4,887,000 | 0.93% |
| GOFEN & GLOSSBERG LLC /IL/ | 191,142 | $21,412,000 | 0.68% |
| ALBION FINANCIAL GROUP /UT | 13,498 | $1,512,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,824 | $316,000 | 0.16% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,316 | $8,213,000 | 0.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,154 | $241,000 | 0.10% |
| TRADITION ASSET MANAGEMENT LLC | 3,360 | $376,000 | 0.09% |
| CARRET ASSET MANAGEMENT, LLC | 5,170 | $579,000 | 0.08% |
| ROTHSCHILD INVESTMENT LLC /IL | 3,052 | $342,000 | 0.03% |