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Fidelity msci utils index shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 76k 52.53
2024-06-30 $729k 16k 44.35
2024-03-31 $755k 16k 46.12
2023-09-30 $593k 15k 38.97
2023-06-30 $462k 11k 41.52
2023-03-31 $469k 11k 42.33

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

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