Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 22 filers reported holding Fidelity Tr 500 Index Ins Prem in Q4 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 269,819 | $28,040,000 | 20.54% |
| Grace Capital | 12,086 | $1,256,000 | 1.27% |
| Almanack Investment Partners, LLC. | 43,475 | $4,518,000 | 0.88% |
| GOFEN & GLOSSBERG LLC /IL/ | 190,873 | $19,836,000 | 0.67% |
| ALBION FINANCIAL GROUP /UT | 12,805 | $1,331,000 | 0.17% |
| THOMAS STORY & SON LLC | 2,791 | $290,000 | 0.15% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,483 | $258,000 | 0.11% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,418 | $7,630,000 | 0.10% |
| Winthrop Partners - WNY, LLC | 1,363 | $141,714,000 | 0.10% |
| TRADITION ASSET MANAGEMENT LLC | 3,293 | $342,000 | 0.09% |