Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MUTUAL FUNDS
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
24,090
-
Shares change
-
-19,874
-
Total reported value, excl. options
-
$752,000
-
Value change
-
-$622,814
-
Number of buys
-
1
-
Number of sells
-
2
-
Price
-
$31.22
Institutional Holders of FIDELITY BALANCED FUND - MUTUAL FUNDS as of Q3 2021
As of 30 Sep 2021 FIDELITY BALANCED FUND - MUTUAL FUNDS had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 24,090 shares of stock of the company.
Largest 3 holders included NEVILLE RODIE & SHAW INC, Summit Global Investments, and ZEVIN ASSET MANAGEMENT LLC.
This table shows 3 institutional shareholders of the security as of 30 Sep 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.