FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $340,081 | -22.5% | 7,554 | -23.6% | 0.17% | -31.0% |
| Q3 2022 | $439,000 | -6.4% | 9,885 | -1.9% | 0.25% | -3.8% |
| Q2 2022 | $469,000 | -8.8% | 10,073 | -2.5% | 0.26% | +5.2% |
| Q1 2022 | $514,000 | -6.7% | 10,330 | -0.5% | 0.25% | -6.0% |
| Q4 2021 | $551,000 | -0.2% | 10,384 | 0.0% | 0.26% | -11.7% |
| Q3 2021 | $552,000 | -1.1% | 10,384 | -0.7% | 0.30% | -4.5% |
| Q2 2021 | $558,000 | -4.8% | 10,459 | -6.5% | 0.31% | -12.8% |
| Q1 2021 | $586,000 | -10.8% | 11,190 | -7.7% | 0.36% | -12.2% |
| Q4 2020 | $657,000 | -15.1% | 12,118 | -14.5% | 0.41% | -8.1% |
| Q3 2020 | $774,000 | +1.6% | 14,165 | +0.3% | 0.45% | +0.7% |
| Q2 2020 | $762,000 | +4.2% | 14,129 | 0.0% | 0.44% | -7.1% |
| Q1 2020 | $731,000 | – | 14,129 | – | 0.48% | – |
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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% |