Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
117,160
-
Share change
-
+15,314
-
Total reported value
-
$18,160,927
-
Price per share
-
$155.01
-
Number of holders
-
22
-
Value change
-
+$2,373,855
-
Number of buys
-
13
-
Number of sells
-
4
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q2 2023
As of 30 Jun 2023,
FIDELITY 500 INDEX - EQUITY FUNDS was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
117,160 shares.
The largest 10 holders included
Sippican Capital Advisors, ROTHSCHILD INVESTMENT CORP /IL, Fulton Bank, N.A., Williams Jones Wealth Management, LLC., RIVERBRIDGE PARTNERS LLC, GREENUP STREET WEALTH MANAGEMENT LLC, WOODSTOCK CORP, TWIN CAPITAL MANAGEMENT INC, CARRET ASSET MANAGEMENT, LLC, and MAGNOLIA CAPITAL MANAGEMENT LTD.
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2023 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.