Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 18 filers reported holding Fidelity Tr 500 Index Ins Prem in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sequent Asset Management, LLC | 322,569 | $50,873,000 | 29.77% |
Sippican Capital Advisors | 16,018 | $2,526,000 | 2.10% |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4,316 | $681,000 | 0.56% |
Almanack Investment Partners, LLC. | 25,478 | $4,018,000 | 0.35% |
ENCOMPASS WEALTH ADVISORS, LLC | 5,645 | $890,000 | 0.22% |
GOFEN & GLOSSBERG LLC /IL/ | 57,776 | $9,112,000 | 0.21% |
THOMAS STORY & SON LLC | 2,916 | $460,000 | 0.18% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 75,817 | $11,957,000 | 0.18% |
NAVELLIER & ASSOCIATES INC | 4,820 | $760,000 | 0.13% |
Barrett Asset Management, LLC | 17,600 | $2,775,000 | 0.12% |