Vault-13

FIDELITY PURITAN FPURX

EQUITY FUNDS · Open-End Fund · CUSIP 316345107

5 institutional holders +1 vs Q1 2023
41,15041.1k shares reported held*
$942.0kreported value*
1 new 3 added 1 reduced 0 sold out net bought ≈ $12.1k (+527 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.89.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 4Q4 22: 4Q1 23: 4Q2 23: 55Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20224
Q4 20224
Q1 20234
Q2 20235

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 3 bought or addedQ4 22: 2 cut or sold outQ4 22Q1 23: 2 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 4 bought or addedQ2 23: 1 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202232
Q1 202320
Q2 202341

Biggest buyers

PSI Advisors, LLC New +1,597+1.6k
Notis-McConarty Edward Added +1,131+1.1k
TWIN CAPITAL MANAGEMENT INC Added +90+90
Coston, McIsaac & Partners Added +5+5

Biggest sellers

Fairfield Financial Advisors, LTD Reduced -2,296-2.3k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TWIN CAPITAL MANAGEMENT INC 0.06% of their portfolio MCMURRAY, PA 21,18121.2k $485.3k $485.3k 0.06% Added +90 +90
2 Notis-McConarty Edward 0.11% of their portfolio BOSTON, MA 12,37412.4k $283.5k $283.5k 0.11% Added +1.1k +1,131
3 Fairfield Financial Advisors, LTD 0.04% of their portfolio WELLESLEY, MA 4,8314.8k $110.7k $110.7k 0.04% Reduced -2.3k -2,296
4 PSI Advisors, LLC 0.02% of their portfolio TAMPA, FL 1,5971.6k $36.6k $36.6k 0.02% New
5 Coston, McIsaac & Partners 0.01% of their portfolio BAR HARBOR, ME 1,1671.2k $26.0k $26.0k 0.01% Added +5 +5