Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 24 filers reported holding Fidelity Tr 500 Index Ins Prem in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $821 | +3.9% | 4,316 | 0.0% | 0.69% | +2.7% |
| Q1 2024 | $790 | +10.6% | 4,316 | 0.0% | 0.67% | +3.1% |
| Q4 2023 | $714 | +10.7% | 4,316 | 0.0% | 0.65% | +3.8% |
| Q3 2023 | $645 | -3.6% | 4,316 | 0.0% | 0.63% | +3.8% |
| Q2 2023 | $669 | +8.3% | 4,316 | 0.0% | 0.60% | +4.0% |
| Q1 2023 | $618 | +7.5% | 4,316 | 0.0% | 0.58% | +3.6% |
| Q4 2022 | $575 | -99.9% | 4,316 | 0.0% | 0.56% | +1.1% |
| Q3 2022 | $539,000 | -5.3% | 4,316 | 0.0% | 0.56% | -0.2% |
| Q2 2022 | $569,000 | -16.4% | 4,316 | 0.0% | 0.56% | -1.4% |
| Q1 2022 | $681,000 | -4.6% | 4,316 | 0.0% | 0.56% | +0.4% |
| Q4 2021 | $714,000 | +10.4% | 4,316 | 0.0% | 0.56% | +0.7% |
| Q3 2021 | $647,000 | +0.2% | 4,316 | 0.0% | 0.56% | -10.3% |
| Q2 2021 | $646,000 | +8.2% | 4,316 | 0.0% | 0.62% | +5.6% |
| Q1 2021 | $597,000 | -77.8% | 4,316 | -79.1% | 0.59% | -57.4% |
| Q4 2020 | $2,684,000 | – | 20,616 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 330,612 | $38,705,000 | 27.89% |
| Sippican Capital Advisors | 17,688 | $2,071,000 | 2.58% |
| GOFEN & GLOSSBERG LLC /IL/ | 98,412 | $11,521,000 | 0.35% |
| Almanack Investment Partners, LLC. | 22,230 | $2,738,000 | 0.34% |
| VAN STRUM & TOWNE INC. | 3,015 | $353,000 | 0.23% |
| ALBION FINANCIAL GROUP /UT | 13,970 | $1,636,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,853 | $334,000 | 0.15% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 63,428 | $7,426,000 | 0.14% |
| ROTHSCHILD INVESTMENT LLC /IL | 9,902 | $1,159,000 | 0.13% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1,921 | $225,000 | 0.08% |