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First Trust Direct Indexing’s Sibanye-Stillwater SBSW Stock Holding History

First Trust Direct Indexing’s Portfolio SBSW Stock Details SBSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,657
Closed -$79.6K – 848
2023
Q4 		$79.6K Sell
14,657
-5,991
-29% -$31K 0.01% 748
2023
Q3 		$127K Buy
20,648
+1,633
+9% +$10.8K 0.01% 668
2023
Q2 		$119K Buy
19,015
+3,154
+20% +$24.9K 0.01% 687
2023
Q1 		$132K Buy
15,861
+3,028
+24% +$29.4K 0.02% 667
2022
Q4 		$137K Buy
12,833
+465
+4% +$4.72K 0.02% 647
2022
Q3 		$115K Sell
12,368
-3,729
-23% -$35.4K 0.02% 618
2022
Q2 		$160K Sell
16,097
-1,939
-11% -$25.3K 0.02% 595
2022
Q1 		$293K Buy
18,036
+1,292
+8% +$20.9K 0.04% 515
2021
Q4 		$210K Buy
16,744
+1,159
+7% +$15.6K 0.03% 605
2021
Q3 		$192K Sell
15,585
-3,140
-17% -$49K 0.03% 597
2021
Q2 		$313K Buy
+18,725
New +$347K 0.05% 452
2021
Q1 		– Sell
-1,081
Closed -$17K – 880
2020
Q4 		$17K Buy
+1,081
New +$14.5K ﹤0.01% 870

Other funds holding SBSW

LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Sibanye-Stillwater (SBSW) in Q1 2024, closing a stake of 14,657 shares — an estimated $79.6K sold.

First Trust Direct Indexing first reported a position in SBSW in Q4 2020 and held it in 12 quarters. The position peaked at $313K in Q2 2021. 196 funds tracked by Wall St. Rank hold SBSW as of Q1 2024.

  • First Trust Direct Indexing reported no remaining Sibanye-Stillwater position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,657 Sibanye-Stillwater shares in Q1 2024, an estimated $79.6K.
  • First Trust Direct Indexing first reported a position in Sibanye-Stillwater in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Sibanye-Stillwater position peaked at $313K in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q1 2024.

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