FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,134 | +9.2% | 13,203 | +13.9% | 0.22% | +14.7% |
| Q2 2023 | $526,579 | -15.8% | 11,594 | -14.7% | 0.19% | -20.8% |
| Q1 2023 | $625,274 | +2.2% | 13,593 | +0.0% | 0.24% | -4.4% |
| Q4 2022 | $611,925 | +1.3% | 13,592 | 0.0% | 0.25% | -8.4% |
| Q3 2022 | $604,000 | -5.3% | 13,592 | -0.9% | 0.27% | -4.5% |
| Q2 2022 | $638,000 | -44.5% | 13,714 | -40.6% | 0.29% | -38.4% |
| Q1 2022 | $1,149,000 | -8.6% | 23,087 | -2.7% | 0.47% | -16.3% |
| Q4 2021 | $1,257,000 | – | 23,717 | – | 0.56% | – |
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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% |