FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 4 filers reported holding FIDELITY BALANCED FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $217,000 | -0.5% | 8,584 | -3.1% | 0.01% | -12.5% |
| Q3 2017 | $218,000 | +4.8% | 8,862 | +1.5% | 0.01% | 0.0% |
| Q2 2017 | $208,000 | +2.5% | 8,731 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $203,000 | 0.0% | 8,731 | -8.7% | 0.01% | -11.1% |
| Q1 2016 | $203,000 | 0.0% | 9,560 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $203,000 | -2.4% | 9,560 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $208,000 | -6.3% | 9,560 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $222,000 | -0.4% | 9,560 | 0.0% | 0.01% | -10.0% |
| Q1 2015 | $223,000 | +2.3% | 9,560 | 0.0% | 0.01% | +11.1% |
| Q4 2014 | $218,000 | -5.6% | 9,560 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $231,000 | +0.4% | 9,560 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $230,000 | +7.0% | 9,560 | +3.2% | 0.01% | 0.0% |
| Q1 2014 | $215,000 | +1.9% | 9,262 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $211,000 | +1.4% | 9,262 | 0.0% | 0.01% | -9.1% |
| Q3 2013 | $208,000 | +0.5% | 9,262 | -3.8% | 0.01% | 0.0% |
| Q2 2013 | $207,000 | – | 9,630 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 649,042 | $16,329,894 | 0.12% |
| NEVILLE RODIE & SHAW INC | 29,366 | $739 | 0.07% |
| Coston, McIsaac & Partners | 5,946 | $149 | 0.06% |
| AMARILLO NATIONAL BANK | 8,803 | $221,486 | 0.05% |