FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 3 filers reported holding FIDELITY BALANCED FUND in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $810 | +9.6% | 30,081 | +2.4% | 0.07% | 0.0% |
| Q3 2023 | $739 | -2.9% | 29,366 | +0.4% | 0.07% | +1.5% |
| Q2 2023 | $761 | +6.0% | 29,249 | +0.3% | 0.06% | 0.0% |
| Q1 2023 | $718 | +6.2% | 29,147 | -1.1% | 0.06% | +3.2% |
| Q4 2022 | $676 | -99.9% | 29,475 | +7.6% | 0.06% | 0.0% |
| Q3 2022 | $644,000 | -2.1% | 27,390 | +3.4% | 0.06% | +6.8% |
| Q2 2022 | $658,000 | -14.0% | 26,487 | 0.0% | 0.06% | +3.5% |
| Q1 2022 | $765,000 | -4.7% | 26,487 | +0.2% | 0.06% | 0.0% |
| Q4 2021 | $803,000 | +6.8% | 26,432 | +9.7% | 0.06% | -1.7% |
| Q3 2021 | $752,000 | -0.3% | 24,090 | +0.2% | 0.06% | 0.0% |
| Q2 2021 | $754,000 | +6.3% | 24,052 | +0.2% | 0.06% | -1.7% |
| Q1 2021 | $709,000 | +4.4% | 23,998 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $679,000 | +11.5% | 23,998 | +5.6% | 0.06% | +3.5% |
| Q3 2020 | $609,000 | -7.2% | 22,732 | -13.6% | 0.06% | -16.2% |
| Q2 2020 | $656,000 | -49.2% | 26,298 | -53.3% | 0.07% | -2.9% |
| Q1 2020 | $1,291,000 | +85.0% | 56,337 | +98.5% | 0.07% | +2.9% |
| Q4 2019 | $698,000 | +3.6% | 28,380 | +0.0% | 0.07% | -4.2% |
| Q3 2019 | $674,000 | -1.9% | 28,374 | -2.5% | 0.07% | -2.7% |
| Q2 2019 | $687,000 | +3.8% | 29,092 | +0.4% | 0.07% | +4.3% |
| Q1 2019 | $662,000 | +13.4% | 28,980 | +2.5% | 0.07% | -1.4% |
| Q4 2018 | $584,000 | -10.6% | 28,261 | +9.4% | 0.07% | +10.9% |
| Q3 2018 | $653,000 | +5.8% | 25,824 | +2.3% | 0.06% | -1.5% |
| Q2 2018 | $617,000 | +3.2% | 25,250 | +0.3% | 0.06% | -1.5% |
| Q1 2018 | $598,000 | +0.2% | 25,171 | 0.0% | 0.07% | +4.8% |
| Q4 2017 | $597,000 | +3.5% | 25,171 | +7.3% | 0.06% | -1.6% |
| Q3 2017 | $577,000 | +14.9% | 23,469 | +11.3% | 0.06% | +12.3% |
| Q2 2017 | $502,000 | +58.9% | 21,086 | +55.1% | 0.06% | +58.3% |
| Q1 2017 | $316,000 | +1.6% | 13,593 | -3.6% | 0.04% | -2.7% |
| Q4 2016 | $311,000 | +1.0% | 14,104 | +2.3% | 0.04% | +2.8% |
| Q3 2016 | $308,000 | +6.2% | 13,786 | +2.8% | 0.04% | +2.9% |
| Q2 2016 | $290,000 | +26.1% | 13,409 | +23.9% | 0.04% | +25.0% |
| Q1 2016 | $230,000 | 0.0% | 10,819 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $230,000 | -27.9% | 10,819 | -26.3% | 0.03% | -28.2% |
| Q3 2015 | $319,000 | -6.2% | 14,678 | +0.3% | 0.04% | +5.4% |
| Q2 2015 | $340,000 | +0.3% | 14,628 | +0.4% | 0.04% | +5.7% |
| Q1 2015 | $339,000 | +2.1% | 14,567 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $332,000 | +3.4% | 14,567 | +9.4% | 0.03% | +6.2% |
| Q3 2014 | $321,000 | +45.9% | 13,318 | +45.6% | 0.03% | +45.5% |
| Q2 2014 | $220,000 | +4.3% | 9,148 | +0.5% | 0.02% | -4.3% |
| Q1 2014 | $211,000 | +1.9% | 9,106 | 0.0% | 0.02% | +4.5% |
| Q4 2013 | $207,000 | – | 9,106 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 24,052 | $754,000 | 0.06% |
| ZEVIN ASSET MANAGEMENT LLC | 7,762 | $243,000 | 0.05% |
| Summit Global Investments | 12,150 | $381,000 | 0.02% |