Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 20 filers reported holding Fidelity Tr 500 Index Ins Prem in Q2 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 378,565 | $56,769,000 | 32.51% |
| Sippican Capital Advisors | 16,834 | $2,524,000 | 2.19% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $647,000 | 0.56% |
| Almanack Investment Partners, LLC. | 25,466 | $3,819,000 | 0.34% |
| WINSLOW ASSET MANAGEMENT INC | 11,149 | $1,672,000 | 0.32% |
| ENCOMPASS WEALTH ADVISORS, LLC | 5,680 | $851,000 | 0.22% |
| GOFEN & GLOSSBERG LLC /IL/ | 54,193 | $8,127,000 | 0.19% |
| NAVELLIER & ASSOCIATES INC | 8,100 | $1,215,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,895 | $434,000 | 0.18% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 76,989 | $11,545,000 | 0.17% |