FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,439 | -11.3% | 18,697 | -7.5% | 0.26% | -11.6% |
| Q2 2023 | $918,083 | +24.9% | 20,213 | +23.8% | 0.29% | +11.5% |
| Q1 2023 | $735,015 | -0.0% | 16,326 | 0.0% | 0.26% | 0.0% |
| Q4 2022 | $735,020 | -4.5% | 16,326 | -1.3% | 0.26% | -16.8% |
| Q3 2022 | $770,000 | +14.1% | 16,542 | +14.0% | 0.32% | -2.2% |
| Q2 2022 | $675,000 | -15.5% | 14,512 | -9.6% | 0.32% | +16.7% |
| Q1 2022 | $799,000 | -56.6% | 16,048 | -53.8% | 0.28% | -57.1% |
| Q4 2021 | $1,843,000 | – | 34,766 | – | 0.64% | – |
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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% |