First Trust Direct Indexing’s Gerdau GGB Stock Holding History

First Trust Direct Indexing’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,157	Closed	-$98.5K	–	360
2024 Q3	$98.5K	Sell	28,157 -1,658	-6%	-$5.43K	0.01%	961
2024 Q2	$98.4K	Sell	29,815 -2,248	-7%	-$7.94K	0.01%	883
2024 Q1	$118K	Sell	32,063 -45,127	-58%	-$163K	0.01%	776
2023 Q4	$312K	Sell	77,190 -12,277	-14%	-$47K	0.03%	573
2023 Q3	$356K	Sell	89,467 -936	-1%	-$4.16K	0.04%	475
2023 Q2	$393K	Sell	90,403 -9,729	-10%	-$40.6K	0.04%	473
2023 Q1	$411K	Buy	100,132 +19,558	+24%	+$87.6K	0.05%	454
2022 Q4	$354K	Buy	80,574 +2,952	+4%	+$12.7K	0.05%	468
2022 Q3	$278K	Sell	77,622 -12,530	-14%	-$45.5K	0.04%	490
2022 Q2	$307K	Buy	90,152 +46,047	+104%	+$205K	0.04%	464
2022 Q1	$225K	Buy	44,105 +15,410	+54%	+$66.2K	0.03%	589
2021 Q4	$112K	Buy	28,695 +4,552	+19%	+$17.3K	0.01%	640
2021 Q3	$94K	Buy	24,143 +1,357	+6%	+$5.91K	0.01%	633
2021 Q2	$107K	Buy	+22,786	New	+$112K	0.02%	573
2021 Q1	–	Sell	-1,240	Closed	-$5K	–	620
2020 Q4	$5K	Buy	+1,240	New	+$4.13K	﹤0.01%	1020

Other funds holding GGB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Direct Indexing's GGB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Gerdau (GGB) in Q4 2024, closing a stake of 28,157 shares — an estimated $98.5K sold.

First Trust Direct Indexing first reported a position in GGB in Q4 2020 and held it in 15 quarters. The position peaked at $411K in Q1 2023. 188 funds tracked by Wall St. Rank hold GGB as of Q4 2024.

First Trust Direct Indexing reported no remaining Gerdau position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 28,157 Gerdau shares in Q4 2024, an estimated $98.5K.
First Trust Direct Indexing first reported a position in Gerdau in Q4 2020 and held it in 15 quarters.
First Trust Direct Indexing's Gerdau position peaked at $411K in Q1 2023.
188 funds tracked by Wall St. Rank held Gerdau as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.