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 Q2 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,312,000 | -17.6% | 25,108 | -1.5% | 0.33% | -5.2% |
| Q1 2022 | $4,018,000 | -4.7% | 25,478 | -0.0% | 0.35% | +2.3% |
| Q4 2021 | $4,214,000 | +10.3% | 25,488 | +0.1% | 0.34% | +1.5% |
| Q3 2021 | $3,819,000 | -49.5% | 25,466 | -49.6% | 0.34% | -7.9% |
| Q2 2021 | $7,558,000 | +162.2% | 50,520 | +142.2% | 0.36% | +24.6% |
| Q1 2021 | $2,883,000 | -0.4% | 20,862 | -6.2% | 0.29% | -11.5% |
| Q4 2020 | $2,895,000 | +5.7% | 22,240 | +0.0% | 0.33% | -1.8% |
| Q3 2020 | $2,738,000 | -41.9% | 22,230 | -49.0% | 0.34% | -59.8% |
| Q2 2020 | $4,709,000 | +19.9% | 43,626 | 0.0% | 0.84% | -0.6% |
| Q1 2020 | $3,929,000 | -19.6% | 43,626 | 0.0% | 0.84% | -9.4% |
| Q4 2019 | $4,887,000 | +8.2% | 43,626 | +0.3% | 0.93% | +6.4% |
| Q3 2019 | $4,518,000 | -99.9% | 43,475 | -2.0% | 0.88% | -16.8% |
| Q2 2019 | $4,552,857,000 | +370653.8% | 44,348 | +214.6% | 1.05% | +190.9% |
| Q4 2018 | $1,228,000 | -76.6% | 14,098 | -73.6% | 0.36% | -73.9% |
| Q3 2018 | $5,255,000 | – | 53,369 | – | 1.39% | – |
Download | ||||||
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% |