First Trust Direct Indexing’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41,985	Closed	-$1.99M	–	709
2024 Q3	$1.99M	Sell	41,985 -1,213	-3%	-$56.2K	0.11%	201
2024 Q2	$1.98M	Buy	43,198 +1,935	+5%	+$84K	0.12%	168
2024 Q1	$1.79M	Buy	41,263 +406	+1%	+$17.2K	0.13%	162
2023 Q4	$1.62M	Sell	40,857 -1,309	-3%	-$48.2K	0.15%	160
2023 Q3	$1.42M	Buy	42,166 +4,399	+12%	+$145K	0.16%	140
2023 Q2	$1.26M	Buy	37,767 +895	+2%	+$28.8K	0.14%	161
2023 Q1	$1.2M	Buy	36,872 +1,764	+5%	+$52.9K	0.14%	169
2022 Q4	$973K	Buy	35,108 +264	+0.8%	+$7.11K	0.13%	208
2022 Q3	$847K	Buy	34,844 +1,409	+4%	+$38.3K	0.12%	219
2022 Q2	$901K	Sell	33,435 -369	-1%	-$10.6K	0.13%	215
2022 Q1	$1.05M	Buy	33,804 +6,666	+25%	+$202K	0.13%	196
2021 Q4	$885K	Buy	27,138 +603	+2%	+$18.8K	0.11%	214
2021 Q3	$766K	Buy	26,535 +2,114	+9%	+$62.3K	0.11%	235
2021 Q2	$651K	Buy	24,421 +7,900	+48%	+$210K	0.1%	270
2021 Q1	$416K	Buy	16,521 +837	+5%	+$20.8K	0.11%	253
2020 Q4	$387K	Buy	+15,684	New	+$359K	0.1%	241

Other funds holding RELX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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