FDLO

Fidelity Low Volatility Fact

Latest period2024 - Q4Total superinvestors14

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -13.67%
0.55%
$15.872M
261,960 shares@ 60.59 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 6.13%
0.51%
$3.799M
62,706 shares@ 60.59 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -0.31%
0.84%
$2.709M
44,712 shares@ 60.59 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.01%
$1.319M
21,493 shares@ 61.36 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -2.15%
0.21%
$950,057
15,680 shares@ 60.6 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.46%
0.04%
$817,388
13,490 shares@ 60.6 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 16.47%
0.01%
$462,082
7,626 shares@ 60.6 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 0.36%
0.07%
$304,043
5,018 shares@ 60.6 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -3.02%
0.04%
$289,159
4,772 shares@ 60.6 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
0.01%
$237,028
3,912 shares@ 60.59 avg price