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 Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,591,809 | -3.3% | 17,353 | +0.4% | 2.34% | -5.3% |
| Q2 2023 | $2,680,130 | +8.7% | 17,290 | +0.4% | 2.47% | +4.8% |
| Q1 2023 | $2,465,311 | +11.5% | 17,228 | +3.7% | 2.36% | +11.4% |
| Q4 2022 | $2,211,000 | +2.6% | 16,612 | -3.7% | 2.12% | -6.0% |
| Q3 2022 | $2,156,000 | -1.1% | 17,257 | +4.5% | 2.25% | +4.0% |
| Q2 2022 | $2,179,000 | -13.7% | 16,521 | +3.1% | 2.16% | +3.1% |
| Q1 2022 | $2,526,000 | -5.7% | 16,018 | -1.1% | 2.10% | -7.8% |
| Q4 2021 | $2,678,000 | +6.1% | 16,198 | -3.8% | 2.28% | +4.0% |
| Q3 2021 | $2,524,000 | +2.8% | 16,834 | +2.6% | 2.19% | +2.4% |
| Q2 2021 | $2,455,000 | +9.1% | 16,410 | +0.7% | 2.14% | +2.7% |
| Q1 2021 | $2,251,000 | -3.9% | 16,290 | -9.5% | 2.08% | -18.1% |
| Q4 2020 | $2,342,000 | +13.1% | 17,993 | +1.7% | 2.54% | -1.3% |
| Q3 2020 | $2,071,000 | – | 17,688 | – | 2.58% | – |
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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% |