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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,139,838 | +46.5% | 95,366 | +51.2% | 3.99% | +41.6% |
| Q2 2023 | $2,825,312 | +37.0% | 63,065 | +40.9% | 2.82% | +26.1% |
| Q1 2023 | $2,062,185 | +350.6% | 44,762 | +349.6% | 2.24% | +283.7% |
| Q4 2022 | $457,677 | -15.6% | 9,956 | -17.7% | 0.58% | -23.9% |
| Q3 2022 | $542,000 | -4.2% | 12,094 | +2.2% | 0.77% | +2.8% |
| Q2 2022 | $566,000 | -41.2% | 11,838 | -38.9% | 0.74% | -39.6% |
| Q1 2022 | $963,000 | -3.0% | 19,385 | +2.4% | 1.23% | -6.2% |
| Q4 2021 | $993,000 | +7.1% | 18,935 | +8.8% | 1.32% | -7.4% |
| Q3 2021 | $927,000 | +1.9% | 17,410 | +2.0% | 1.42% | -1.5% |
| Q2 2021 | $910,000 | +15.2% | 17,070 | +13.6% | 1.44% | +2.1% |
| Q1 2021 | $790,000 | +21.2% | 15,033 | +25.0% | 1.41% | +10.7% |
| Q4 2020 | $652,000 | +11.5% | 12,026 | +12.4% | 1.28% | -15.4% |
| Q3 2020 | $585,000 | +38.0% | 10,703 | +36.1% | 1.51% | +10.2% |
| Q2 2020 | $424,000 | – | 7,863 | – | 1.37% | – |
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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% |