First Trust Direct Indexing’s Sea Limited SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,674	Closed	-$252K	–	752
2024 Q3	$252K	Buy	+2,674	New	+$202K	0.01%	816
2022 Q2	–	Sell	-1,853	Closed	-$222K	–	688
2022 Q1	$222K	Buy	1,853 +629	+51%	+$88.7K	0.03%	597
2021 Q4	$274K	Sell	1,224 -97	-7%	-$29K	0.04%	516
2021 Q3	$421K	Buy	+1,321	New	+$405K	0.06%	387
2021 Q1	–	Sell	-178	Closed	-$35K	–	884
2020 Q4	$35K	Buy	+178	New	+$31.7K	0.01%	821

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Sea Limited (SE) in Q4 2024, closing a stake of 2,674 shares — an estimated $252K sold.

First Trust Direct Indexing first reported a position in SE in Q4 2020 and held it in 5 quarters. The position peaked at $421K in Q3 2021. 683 funds tracked by Wall St. Rank hold SE as of Q4 2024.

First Trust Direct Indexing reported no remaining Sea Limited position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,674 Sea Limited shares in Q4 2024, an estimated $252K.
First Trust Direct Indexing first reported a position in Sea Limited in Q4 2020 and held it in 5 quarters.
First Trust Direct Indexing's Sea Limited position peaked at $421K in Q3 2021.
683 funds tracked by Wall St. Rank held Sea Limited as of Q4 2024.

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