FDEQX
Fidelity Disciplined Equity Fund
1W: -0.6%
1M: +1.3%
3M: -1.0%
YTD: +11.6%
1Y: +5.4%
3Y: +72.5%
5Y: +53.9%
$81.70
+0.37 (+0.45%)
Weekly Expected Move ±1.7%
$79
$80
$81
$83
$84
Institutional Ownership — FDEQX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 2,970 | 243K | — | +0.0% | 5Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 503 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Financial Gravity Asset Management, In | 503 | 41K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 503 | 41K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.