Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
749,423
-
Share change
-
+102,848
-
Total reported value
-
$83,951,000
-
Price per share
-
$112.02
-
Number of holders
-
16
-
Value change
-
+$11,665,708
-
Number of buys
-
12
-
Number of sells
-
6
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q4 2019
As of 31 Dec 2019,
FIDELITY 500 INDEX - EQUITY FUNDS was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
749,423 shares.
The largest 10 holders included
Sequent Asset Management, LLC, GOFEN & GLOSSBERG LLC /IL/, TOCQUEVILLE ASSET MANAGEMENT L.P., Almanack Investment Partners, LLC., RIVERBRIDGE PARTNERS LLC, ALBION FINANCIAL GROUP /UT, CARRET ASSET MANAGEMENT, LLC, Williams Jones Wealth Management, LLC., TRADITION ASSET MANAGEMENT LLC, and ROTHSCHILD INVESTMENT CORP /IL.
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 2019 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.