Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
689,066
-
Share change
-
-60,357
-
Total reported value
-
$62,064,000
-
Price per share
-
$90.07
-
Number of holders
-
12
-
Value change
-
-$5,565,915
-
Number of buys
-
1
-
Number of sells
-
11
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q1 2020
As of 31 Mar 2020,
FIDELITY 500 INDEX - EQUITY FUNDS was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
689,066 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, ROTHSCHILD INVESTMENT CORP /IL, Williams Jones Wealth Management, LLC., TRADITION ASSET MANAGEMENT LLC, and THOMAS STORY & SON LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2020 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.