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 2022 | $9,991,000 | -16.4% | 75,732 | -0.1% | 0.18% | +1.1% |
Q1 2022 | $11,957,000 | -5.9% | 75,817 | -1.3% | 0.18% | +3.4% |
Q4 2021 | $12,703,000 | +10.0% | 76,841 | -0.2% | 0.18% | +2.3% |
Q3 2021 | $11,545,000 | +19.5% | 76,989 | +19.2% | 0.17% | +22.1% |
Q2 2021 | $9,661,000 | +8.1% | 64,584 | -0.1% | 0.14% | +1.4% |
Q1 2021 | $8,939,000 | +6.0% | 64,675 | -0.2% | 0.14% | -2.1% |
Q4 2020 | $8,436,000 | +13.6% | 64,811 | +2.2% | 0.14% | -0.7% |
Q3 2020 | $7,426,000 | +5.8% | 63,428 | -2.5% | 0.14% | -2.7% |
Q2 2020 | $7,020,000 | +7.9% | 65,028 | -10.0% | 0.15% | -9.9% |
Q1 2020 | $6,508,000 | -20.8% | 72,251 | -1.5% | 0.16% | +33.9% |
Q4 2019 | $8,213,000 | +7.6% | 73,316 | -0.1% | 0.12% | +16.3% |
Q3 2019 | $7,630,000 | +0.9% | 73,418 | -0.3% | 0.10% | +6.1% |
Q2 2019 | $7,560,000 | +2.8% | 73,644 | -0.9% | 0.10% | 0.0% |
Q1 2019 | $7,354,000 | -23.5% | 74,286 | -32.7% | 0.10% | -31.9% |
Q4 2018 | $9,614,000 | – | 110,377 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sequent Asset Management, LLC | 386,326 | $43,277,000 | 24.82% |
Almanack Investment Partners, LLC. | 43,626 | $4,887,000 | 0.93% |
GOFEN & GLOSSBERG LLC /IL/ | 191,142 | $21,412,000 | 0.68% |
ALBION FINANCIAL GROUP /UT | 13,498 | $1,512,000 | 0.18% |
THOMAS STORY & SON LLC | 2,824 | $316,000 | 0.16% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,316 | $8,213,000 | 0.12% |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,154 | $241,000 | 0.10% |
TRADITION ASSET MANAGEMENT LLC | 3,360 | $376,000 | 0.09% |
CARRET ASSET MANAGEMENT, LLC | 5,170 | $579,000 | 0.08% |
ROTHSCHILD INVESTMENT LLC /IL | 3,052 | $342,000 | 0.03% |