Summit Global Investments - FIDELITY BALANCED FUND ownership

FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 3 filers reported holding FIDELITY BALANCED FUND in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of FIDELITY BALANCED FUND
ValueSharesWeighting
Q2 2021$381,00012,1500.02%
Other shareholders
FIDELITY BALANCED FUND shareholders Q2 2021
NameSharesValueWeighting ↓
NEVILLE RODIE & SHAW INC 24,052$754,0000.06%
ZEVIN ASSET MANAGEMENT LLC 7,762$243,0000.05%
Summit Global Investments 12,150$381,0000.02%
View complete list of FIDELITY BALANCED FUND shareholders