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First Trust Direct Indexing’s Harmony Gold Mining HMY Stock Holding History

First Trust Direct Indexing’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,130
Closed -$118K – 837
2023
Q4 		$118K Sell
19,130
-10,428
-35% -$54.8K 0.01% 737
2023
Q3 		$111K Buy
29,558
+152
+0.5% +$627 0.01% 673
2023
Q2 		$124K Buy
+29,406
New +$136K 0.01% 683
2021
Q4 		– Sell
-12,259
Closed -$39K – 678
2021
Q3 		$39K Buy
+12,259
New +$45K 0.01% 650

Other funds holding HMY

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Direct Indexing's HMY Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Harmony Gold Mining (HMY) in Q1 2024, closing a stake of 19,130 shares — an estimated $118K sold.

First Trust Direct Indexing first reported a position in HMY in Q3 2021 and held it in 4 quarters. The position peaked at $124K in Q2 2023. 168 funds tracked by Wall St. Rank hold HMY as of Q1 2024.

  • First Trust Direct Indexing reported no remaining Harmony Gold Mining position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 19,130 Harmony Gold Mining shares in Q1 2024, an estimated $118K.
  • First Trust Direct Indexing first reported a position in Harmony Gold Mining in Q3 2021 and held it in 4 quarters.
  • First Trust Direct Indexing's Harmony Gold Mining position peaked at $124K in Q2 2023.
  • 168 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.