First Trust Direct Indexing’s Star Bulk Carriers SBLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,106	Closed	-$241K	–	686
2022 Q1	$241K	Buy	+8,106	New	+$212K	0.03%	567
2021 Q1	–	Sell	-1,023	Closed	-$9K	–	878
2020 Q4	$9K	Buy	+1,023	New	+$7.59K	﹤0.01%	938

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Direct Indexing's SBLK Position: Q2 2022 in Review

First Trust Direct Indexing sold out of Star Bulk Carriers (SBLK) in Q2 2022, closing a stake of 8,106 shares — an estimated $241K sold.

First Trust Direct Indexing first reported a position in SBLK in Q4 2020 and held it in 2 quarters. The position peaked at $241K in Q1 2022. 184 funds tracked by Wall St. Rank hold SBLK as of Q2 2022.

First Trust Direct Indexing reported no remaining Star Bulk Carriers position as of Q2 2022 after selling out during the quarter.
First Trust Direct Indexing sold 8,106 Star Bulk Carriers shares in Q2 2022, an estimated $241K.
First Trust Direct Indexing first reported a position in Star Bulk Carriers in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Star Bulk Carriers position peaked at $241K in Q1 2022.
184 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2022.

Based on First Trust Direct Indexing's 13F filing for Q2 2022, filed 18 Jul 2022.