FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,355,179 | -6.9% | 77,024 | -2.9% | 0.28% | -6.4% |
| Q2 2023 | $3,603,314 | -20.4% | 79,333 | -19.4% | 0.30% | -30.0% |
| Q1 2023 | $4,526,660 | +7.0% | 98,406 | +4.7% | 0.43% | -1.8% |
| Q4 2022 | $4,232,253 | -16.7% | 94,008 | -17.8% | 0.43% | -26.3% |
| Q3 2022 | $5,080,000 | -16.8% | 114,341 | -12.9% | 0.59% | -14.1% |
| Q2 2022 | $6,108,000 | -11.6% | 131,270 | -5.5% | 0.69% | +3.0% |
| Q1 2022 | $6,910,000 | +19.1% | 138,845 | +26.9% | 0.67% | +21.3% |
| Q4 2021 | $5,801,000 | +7337.2% | 109,419 | +7482.7% | 0.55% | +4890.9% |
| Q3 2020 | $78,000 | +1.3% | 1,443 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | +4.1% | 1,438 | +0.3% | 0.01% | -26.7% |
| Q1 2020 | $74,000 | -9.8% | 1,433 | -9.1% | 0.02% | +7.1% |
| Q4 2019 | $82,000 | +192.9% | 1,577 | +185.7% | 0.01% | +180.0% |
| Q3 2019 | $28,000 | 0.0% | 552 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $28,000 | – | 552 | – | 0.01% | – |
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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% |