Fidelity Low Volatility Fact
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Fidelity Low Volatility Fact (FDLO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Fidelity Low Volatility Fact (FDLO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Fidelity Low Volatility Fact (FDLO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Fidelity Low Volatility Fact (FDLO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Yolanda Johnson@Mechanics Bank Trust Department
| 0.51% | $3.799M 62,706 shares@ 60.59 avg price | Increased 6.13% |
James Landry@Pallas Capital Advisors Llc
| 0.04% | $817,388 13,490 shares@ 60.6 avg price | Increased 0.46% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $462,082 7,626 shares@ 60.6 avg price | Increased 16.47% |
Deanna Hutchinson@Sovereign Financial Group, Inc.
| 0.07% | $304,043 5,018 shares@ 60.6 avg price | Increased 0.36% |
Steven Sergio@Rmr Wealth Builders
| 0.03% | $230,122 3,798 shares@ 60.6 avg price | Increased 0.19% |