FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,058,966 | +18.7% | 575,275 | +23.8% | 1.18% | +8.1% |
| Q2 2023 | $21,103,499 | +51.3% | 464,630 | +53.2% | 1.10% | +34.2% |
| Q1 2023 | $13,946,651 | +44.8% | 303,188 | +41.7% | 0.82% | +24.0% |
| Q4 2022 | $9,634,145 | +83.6% | 213,997 | +81.2% | 0.66% | +64.5% |
| Q3 2022 | $5,247,000 | +139.0% | 118,095 | +150.3% | 0.40% | +136.7% |
| Q2 2022 | $2,195,000 | +127.0% | 47,181 | +142.9% | 0.17% | +152.2% |
| Q1 2022 | $967,000 | -52.9% | 19,424 | -49.8% | 0.07% | -54.4% |
| Q4 2021 | $2,052,000 | -5.2% | 38,703 | -5.0% | 0.15% | -9.8% |
| Q3 2021 | $2,165,000 | +5.5% | 40,745 | +5.9% | 0.16% | 0.0% |
| Q2 2021 | $2,053,000 | +10.7% | 38,487 | +8.8% | 0.16% | -5.2% |
| Q1 2021 | $1,854,000 | +131.2% | 35,384 | +139.3% | 0.17% | +129.3% |
| Q4 2020 | $802,000 | +88.3% | 14,784 | +89.8% | 0.08% | +56.2% |
| Q3 2020 | $426,000 | – | 7,788 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |