First Trust Direct Indexing’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,183	Closed	-$1.2M	–	671
2024 Q3	$1.2M	Sell	17,183 -883	-5%	-$57.7K	0.06%	305
2024 Q2	$1.19M	Sell	18,066 -195	-1%	-$13.8K	0.07%	276
2024 Q1	$1.43M	Sell	18,261 -9,136	-33%	-$752K	0.11%	204
2023 Q4	$2.61M	Sell	27,397 -4,278	-14%	-$386K	0.23%	88
2023 Q3	$3.25M	Sell	31,675 -15,157	-32%	-$1.58M	0.37%	41
2023 Q2	$3.46M	Buy	46,832 +5,626	+14%	+$409K	0.39%	38
2023 Q1	$2.87M	Buy	41,206 +9,931	+32%	+$612K	0.34%	49
2022 Q4	$1.7M	Buy	31,275 +1,443	+5%	+$71.5K	0.23%	106
2022 Q3	$1.09M	Buy	29,832 +2,206	+8%	+$98.5K	0.16%	166
2022 Q2	$1.23M	Buy	27,626 +947	+4%	+$52.2K	0.17%	155
2022 Q1	$1.58M	Buy	26,679 +1,217	+5%	+$71.8K	0.19%	117
2021 Q4	$1.48M	Sell	25,462 -1,363	-5%	-$84.7K	0.19%	115
2021 Q3	$1.85M	Buy	26,825 +1,213	+5%	+$89.4K	0.26%	82
2021 Q2	$1.97M	Buy	25,612 +6,081	+31%	+$481K	0.29%	67
2021 Q1	$1.41M	Buy	19,531 +550	+3%	+$35.1K	0.38%	54
2020 Q4	$1.18M	Buy	+18,981	New	+$1.01M	0.32%	54

Other funds holding PKX

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Direct Indexing sold out of POSCO (PKX) in Q4 2024, closing a stake of 17,183 shares — an estimated $1.2M sold.

First Trust Direct Indexing first reported a position in PKX in Q4 2020 and held it in 16 quarters. The position peaked at $3.46M in Q2 2023. 152 funds tracked by Wall St. Rank hold PKX as of Q4 2024.

First Trust Direct Indexing reported no remaining POSCO position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 17,183 POSCO shares in Q4 2024, an estimated $1.2M.
First Trust Direct Indexing first reported a position in POSCO in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's POSCO position peaked at $3.46M in Q2 2023.
152 funds tracked by Wall St. Rank held POSCO as of Q4 2024.

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