Fidelity Investments
OVLH icon

Fidelity Investments’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Fidelity Investments’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 5519
2022
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 5257

Other funds holding OVLH

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's OVLH Position: Q4 2022 in Review

Fidelity Investments sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q4 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in OVLH in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 5 funds tracked by Wall St. Rank hold OVLH as of Q4 2022.

  • Fidelity Investments reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 Overlay Shares Hedged Large Cap Equity ETF share in Q4 2022.
  • Fidelity Investments first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • Fidelity Investments's Overlay Shares Hedged Large Cap Equity ETF position peaked at $0 in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.