Fidelity Investments’s Syntax Stratified US Total Market Hedged ETF SHUS Stock Holding History

Fidelity Investments’s Portfolio SHUS Stock Details SHUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$40	–	5676
2023 Q4	$40	Buy	+1	New	+$38	﹤0.01%	5069
2023 Q1	–	Sell	-1	Closed	-$39	–	5502
2022 Q4	$39	Buy	+1	New	+$39	﹤0.01%	4991

Other funds holding SHUS

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's SHUS Position: Q1 2024 in Review

Fidelity Investments sold out of Syntax Stratified US Total Market Hedged ETF (SHUS) in Q1 2024, closing a stake of 1 share — an estimated $40 sold.

Fidelity Investments first reported a position in SHUS in Q4 2022 and held it in 2 quarters. The position peaked at $40 in Q4 2023. 5 funds tracked by Wall St. Rank hold SHUS as of Q1 2024.

Fidelity Investments reported no remaining Syntax Stratified US Total Market Hedged ETF position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 Syntax Stratified US Total Market Hedged ETF share in Q1 2024, an estimated $40.
Fidelity Investments first reported a position in Syntax Stratified US Total Market Hedged ETF in Q4 2022 and held it in 2 quarters.
Fidelity Investments's Syntax Stratified US Total Market Hedged ETF position peaked at $40 in Q4 2023.
5 funds tracked by Wall St. Rank held Syntax Stratified US Total Market Hedged ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.