Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / 500 INDEX FUND
-
Total 13F shares
-
605,947
-
Share change
-
-24,149
-
Total reported value
-
$90,643,163
-
Price per share
-
$149.59
-
Number of holders
-
22
-
Value change
-
-$3,186,744
-
Number of buys
-
13
-
Number of sells
-
6
Institutional Holders of FIDELITY CONCORD STR TR - 500 INDEX FUND as of Q2 2021
As of 30 Jun 2021,
FIDELITY CONCORD STR TR - 500 INDEX FUND was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
605,947 shares.
The largest 10 holders included
Sequent Asset Management, LLC, TOCQUEVILLE ASSET MANAGEMENT L.P., GOFEN & GLOSSBERG LLC /IL/, Almanack Investment Partners, LLC., Sippican Capital Advisors, RIVERBRIDGE PARTNERS LLC, ROTHSCHILD INVESTMENT CORP /IL, Navellier & Associates Inc, Williams Jones Wealth Management, LLC., and ENCOMPASS WEALTH ADVISORS, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| 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.