Fidelity Otc PortfolioFOCPX
13F holders, Q2 2024 (June 30)1holders −1
0new positions
1sold out
$22.84avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holder was Carret Asset Management, LLC ($799K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 1,267 shares sold, net −1,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Carret Asset Management, LLC | 0.09% | No change | 34,995 | $799K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.