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First Trust Direct Indexing’s The Greenbrier Companies GBX Stock Holding History

First Trust Direct Indexing’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,632
Closed -$59K – 616
2020
Q4 		$59K Buy
+1,632
New +$53.9K 0.02% 707

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

First Trust Direct Indexing's GBX Position: Q1 2021 in Review

First Trust Direct Indexing sold out of The Greenbrier Companies (GBX) in Q1 2021, closing a stake of 1,632 shares — an estimated $59K sold.

First Trust Direct Indexing first reported a position in GBX in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 221 funds tracked by Wall St. Rank hold GBX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining The Greenbrier Companies position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,632 The Greenbrier Companies shares in Q1 2021, an estimated $59K.
  • First Trust Direct Indexing first reported a position in The Greenbrier Companies in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's The Greenbrier Companies position peaked at $59K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.