First Trust Direct Indexing’s Logitech LOGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,782	Closed	-$250K	–	524
2024 Q3	$250K	Sell	2,782 -3	-0.1%	-$267	0.01%	823
2024 Q2	$270K	Buy	2,785 +146	+6%	+$13.1K	0.02%	702
2024 Q1	$236K	Buy	2,639 +71	+3%	+$6.34K	0.02%	678
2023 Q4	$244K	Buy	+2,568	New	+$211K	0.02%	640
2022 Q2	–	Sell	-3,210	Closed	-$237K	–	671
2022 Q1	$237K	Buy	3,210 +423	+15%	+$32.8K	0.03%	570
2021 Q4	$230K	Sell	2,787 -137	-5%	-$11.4K	0.03%	567
2021 Q3	$258K	Buy	2,924 +160	+6%	+$17.3K	0.04%	519
2021 Q2	$334K	Buy	2,764 +638	+30%	+$74.6K	0.05%	436
2021 Q1	$222K	Buy	2,126 +324	+18%	+$34.1K	0.06%	354
2020 Q4	$175K	Buy	+1,802	New	+$156K	0.05%	376

Other funds holding LOGI

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Logitech (LOGI) in Q4 2024, closing a stake of 2,782 shares — an estimated $250K sold.

First Trust Direct Indexing first reported a position in LOGI in Q4 2020 and held it in 10 quarters. The position peaked at $334K in Q2 2021. 330 funds tracked by Wall St. Rank hold LOGI as of Q4 2024.

First Trust Direct Indexing reported no remaining Logitech position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,782 Logitech shares in Q4 2024, an estimated $250K.
First Trust Direct Indexing first reported a position in Logitech in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Logitech position peaked at $334K in Q2 2021.
330 funds tracked by Wall St. Rank held Logitech as of Q4 2024.

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