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FPURX

Fidelity Puritan Fund
1W: -0.9% 1M: -0.2% 3M: -0.6% YTD: +8.2% 1Y: +9.4% 3Y: +57.2% 5Y: +47.5%
$28.52
+0.18 (+0.64%)
 
Weekly Expected Move ±1.2%
$28 $28 $28 $29 $29
ETF NASDAQ · AUM $35.0B

Institutional Ownership — FPURX

2
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
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 Notis-McConarty Edward 11,608 331K — +0.0% 15Q SEC ↗
2 Coston, McIsaac & Partners 1,473 42K +5 +0.3% 16Q SEC ↗
3 Garton & Associates Financial Advisors 0 0K -2,381 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
Garton & Associates Financial Advis 2,381 68K
Biggest Increases (1)
HolderAddedChange %Total Shares
Coston, McIsaac & Partners +5 +0.3% 1,473
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms