Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 16 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,751 | -99.9% | 58,229 | -0.5% | 0.20% | -3.9% |
| Q3 2022 | $7,311,000 | -3.7% | 58,524 | +1.7% | 0.21% | +2.5% |
| Q2 2022 | $7,592,000 | -16.7% | 57,548 | -0.4% | 0.20% | -2.9% |
| Q1 2022 | $9,112,000 | +1.2% | 57,776 | +6.1% | 0.21% | +7.2% |
| Q4 2021 | $9,003,000 | +10.8% | 54,458 | +0.5% | 0.19% | +2.1% |
| Q3 2021 | $8,127,000 | +0.5% | 54,193 | +0.3% | 0.19% | -1.0% |
| Q2 2021 | $8,086,000 | +3.3% | 54,057 | -4.6% | 0.19% | -4.5% |
| Q1 2021 | $7,828,000 | -39.0% | 56,639 | -42.5% | 0.20% | -42.7% |
| Q4 2020 | $12,827,000 | +11.3% | 98,538 | +0.1% | 0.35% | -0.8% |
| Q3 2020 | $11,521,000 | -18.1% | 98,412 | -24.4% | 0.35% | -25.0% |
| Q2 2020 | $14,060,000 | +4.3% | 130,247 | -13.0% | 0.47% | -10.4% |
| Q1 2020 | $13,478,000 | -37.1% | 149,641 | -21.7% | 0.53% | -22.6% |
| Q4 2019 | $21,412,000 | +7.9% | 191,142 | +0.1% | 0.68% | +1.8% |
| Q3 2019 | $19,836,000 | +265.2% | 190,873 | +260.7% | 0.67% | +259.7% |
| Q2 2019 | $5,432,000 | +4.4% | 52,914 | +0.6% | 0.19% | +1.1% |
| Q1 2019 | $5,204,000 | +16.2% | 52,575 | +2.2% | 0.18% | +4.0% |
| Q4 2018 | $4,479,000 | – | 51,421 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 386,326 | $43,277,000 | 24.82% |
| Almanack Investment Partners, LLC. | 43,626 | $4,887,000 | 0.93% |
| GOFEN & GLOSSBERG LLC /IL/ | 191,142 | $21,412,000 | 0.68% |
| ALBION FINANCIAL GROUP /UT | 13,498 | $1,512,000 | 0.18% |
| THOMAS STORY & SON LLC | 2,824 | $316,000 | 0.16% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,316 | $8,213,000 | 0.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,154 | $241,000 | 0.10% |
| TRADITION ASSET MANAGEMENT LLC | 3,360 | $376,000 | 0.09% |
| CARRET ASSET MANAGEMENT, LLC | 5,170 | $579,000 | 0.08% |
| ROTHSCHILD INVESTMENT LLC /IL | 3,052 | $342,000 | 0.03% |