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 | $646,497 | -21.3% | 14,841 | -17.9% | 0.01% | -18.8% |
| Q2 2023 | $821,393 | +22.0% | 18,085 | +23.5% | 0.02% | +14.3% |
| Q1 2023 | $673,403 | -37.2% | 14,639 | -38.6% | 0.01% | -41.7% |
| Q4 2022 | $1,072,785 | +20.9% | 23,829 | +19.4% | 0.02% | +9.1% |
| Q3 2022 | $887,000 | -4.8% | 19,951 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $932,000 | -15.7% | 20,040 | -9.8% | 0.02% | -4.3% |
| Q1 2022 | $1,106,000 | -83.5% | 22,205 | -82.5% | 0.02% | -83.1% |
| Q4 2021 | $6,722,000 | +11.7% | 126,774 | +11.9% | 0.14% | +3.0% |
| Q3 2021 | $6,019,000 | +386.2% | 113,279 | +388.0% | 0.13% | +388.9% |
| Q2 2021 | $1,238,000 | +328.4% | 23,212 | +320.5% | 0.03% | +285.7% |
| Q1 2021 | $289,000 | +6.2% | 5,520 | +10.1% | 0.01% | 0.0% |
| Q4 2020 | $272,000 | +14.3% | 5,012 | +15.1% | 0.01% | 0.0% |
| Q3 2020 | $238,000 | -59.9% | 4,355 | -63.3% | 0.01% | -72.0% |
| Q1 2019 | $593,000 | +129.0% | 11,871 | +122.4% | 0.02% | +108.3% |
| Q4 2018 | $259,000 | +19.4% | 5,337 | +19.3% | 0.01% | +71.4% |
| Q3 2018 | $217,000 | -0.9% | 4,472 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $219,000 | – | 4,472 | – | 0.01% | – |
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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% |