NH Portfolio 2030 (fidelity Fu
13F holders, Q1 2025 (March 31)1holders
1new positions
0sold out
$28.01avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding NH Portfolio 2030 (fidelity Fu in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Neville Rodie & Shaw Inc. ($205K).
- Company
- NH Portfolio 2030 (fidelity Fu
- CUSIP
- NH2030003
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $205K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q1 2025: 7,320 shares bought, net +7,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Neville Rodie & Shaw Inc. | 0.02% | New | 7,320 | $205K |
"% of holder's portfolio" is NH PORTFOLIO 2030 (FIDELITY FU's weight in each manager's 13F, not the share of NH Portfolio 2030 (fidelity Fu the manager owns.