Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
160,493
-
Shares change
-
+16,331
-
Total reported value, excl. options
-
$19,878,000
-
Value change
-
+$2,021,503
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$123.85
Significant Holders of FIDELITY CONCORD STR - MUTUAL as of Q3 2021
6 filings reported holding 315911693 - FIDELITY CONCORD STR - MUTUAL as of Q3 2021.
FIDELITY CONCORD STR - MUTUAL has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 160,493 shares
.
Largest 6 shareholders include Almanack Investment Partners, LLC. (129,950 shares), NEVILLE RODIE & SHAW INC (16,060 shares), MOODY LYNN & LIEBERSON, LLC (8,102 shares), Dempze Nancy E (3,988 shares), CARRET ASSET MANAGEMENT, LLC (2,393 shares), and Summit Global Investments (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.