Vault-13

FIDELITY BALANCED FBALX

EQUITY FUNDS · Open-End Fund · CUSIP 316345206

1 institutional holders -1 vs Q1 2023
29,24929.2k shares reported held*
$761.0kreported value*
0 new 1 added 0 reduced 1 sold out net sold ≈ $168.1k (-6.5k 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 ≈ $26.02.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 1Q4 22: 1Q1 23: 2Q2 23: 11Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20232
Q2 20231

Buyers vs sellers

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

Bought or addedCut or sold out
101Q4 22: 1 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 202311
Q2 202311

Biggest buyers

NEVILLE RODIE & SHAW INC Added +102+102

Biggest sellers

Fairfield Financial Advisors, LTD Sold out -6,561-6.6k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEVILLE RODIE & SHAW INC 0.07% of their portfolio NEW YORK, NY 29,24929.2k $761.0k $761.0k 0.07% Added +102 +102