Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
627,453
-
Shares change
-
+27,269
-
Total reported value, excl. options
-
$86,754,170
-
Value change
-
+$3,815,696
-
Number of buys
-
8
-
Number of sells
-
7
-
Price
-
$138.21
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q1 2021
As of 31 Mar 2021 FIDELITY 500 INDEX - EQUITY FUNDS had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 627,453 shares of stock of the company.
Largest 10 holders included Sequent Asset Management, LLC, TOCQUEVILLE ASSET MANAGEMENT L.P., GOFEN & GLOSSBERG LLC /IL/, HARBOR ADVISORY CORP /MA/, Almanack Investment Partners, LLC., Sippican Capital Advisors, RIVERBRIDGE PARTNERS LLC, ROTHSCHILD INVESTMENT CORP /IL, Williams Jones Wealth Management, LLC., and ENCOMPASS WEALTH ADVISORS, LLC.
This table shows 19 institutional shareholders of the security as of 31 Mar 2021.
| 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.