Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 22 filers reported holding Fidelity Tr 500 Index Ins Prem in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $890,000 | -6.6% | 5,645 | -2.0% | 0.22% | -3.0% |
| Q4 2021 | $953,000 | +12.0% | 5,763 | +1.5% | 0.23% | +4.5% |
| Q3 2021 | $851,000 | +5.7% | 5,680 | +5.5% | 0.22% | +12.1% |
| Q2 2021 | $805,000 | +4.3% | 5,384 | +0.8% | 0.20% | +0.5% |
| Q1 2021 | $772,000 | – | 5,343 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sippican Capital Advisors | 17,290 | $2,680,130 | 2.47% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $669 | 0.60% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 6,705 | $1,039,384 | 0.28% |
| THOMAS STORY & SON LLC | 2,976 | $461 | 0.21% |
| ROTHSCHILD INVESTMENT LLC /IL | 15,361 | $2,381 | 0.20% |
| Coston, McIsaac & Partners | 3,715 | $576 | 0.20% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,253 | $349 | 0.11% |
| TWIN CAPITAL MANAGEMENT INC | 5,452 | $845,103 | 0.11% |
| WOODSTOCK CORP | 5,786 | $896,821 | 0.11% |
| FULTON BANK, N.A. | 13,063 | $2,024,917 | 0.10% |