Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 23 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $444 | +7.8% | 2,865 | -0.5% | 0.02% | +8.7% |
Q1 2023 | $412 | +8.4% | 2,880 | +0.9% | 0.02% | +9.5% |
Q4 2022 | $380 | -99.9% | 2,854 | +0.7% | 0.02% | -4.5% |
Q3 2022 | $354,000 | -5.1% | 2,835 | +0.2% | 0.02% | +4.8% |
Q2 2022 | $373,000 | +84.7% | 2,828 | +131.6% | 0.02% | +110.0% |
Q4 2021 | $202,000 | – | 1,221 | – | 0.01% | – |
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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% |