Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 20 filers reported holding Fidelity Tr 500 Index Ins Prem in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308 | -3.1% | 2,062 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $318 | +10.8% | 2,050 | +2.1% | 0.03% | -18.8% |
| Q1 2023 | $287 | +9.1% | 2,008 | +1.7% | 0.03% | 0.0% |
| Q4 2022 | $263 | -99.9% | 1,974 | -1.2% | 0.03% | 0.0% |
| Q3 2022 | $249,000 | -3.9% | 1,997 | +1.8% | 0.03% | 0.0% |
| Q2 2022 | $259,000 | +9.3% | 1,962 | +23.9% | 0.03% | +33.3% |
| Q2 2021 | $237,000 | +7.2% | 1,584 | -0.9% | 0.02% | -7.7% |
| Q1 2021 | $221,000 | -10.9% | 1,599 | -16.4% | 0.03% | -13.3% |
| Q4 2020 | $248,000 | +11.7% | 1,912 | +0.8% | 0.03% | -9.1% |
| Q3 2020 | $222,000 | – | 1,896 | – | 0.03% | – |
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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% |