First Trust Direct Indexing’s Sociedad Química y Minera de Chile SQM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,893	Closed	-$1.02M	–	850
2023 Q4	$1.02M	Sell	16,893 -5,277	-24%	-$279K	0.09%	254
2023 Q3	$1.32M	Buy	22,170 +40	+0.2%	+$2.7K	0.15%	159
2023 Q2	$1.61M	Buy	22,130 +1,891	+9%	+$134K	0.18%	125
2023 Q1	$1.64M	Sell	20,239 -8,593	-30%	-$740K	0.19%	116
2022 Q4	$2.3M	Sell	28,832 -2,154	-7%	-$199K	0.31%	69
2022 Q3	$2.81M	Sell	30,986 -8,381	-21%	-$814K	0.41%	41
2022 Q2	$3.29M	Sell	39,367 -7,568	-16%	-$666K	0.46%	36
2022 Q1	$4.02M	Buy	46,935 +12,317	+36%	+$789K	0.49%	32
2021 Q4	$1.75M	Sell	34,618 -721	-2%	-$41.4K	0.23%	87
2021 Q3	$1.9M	Buy	35,339 +4,960	+16%	+$253K	0.27%	78
2021 Q2	$1.44M	Buy	30,379 +11,369	+60%	+$560K	0.21%	107
2021 Q1	$1.01M	Buy	19,010 +1	+0%	+$55	0.27%	94
2020 Q4	$933K	Buy	+19,009	New	+$801K	0.25%	88

Other funds holding SQM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2024, closing a stake of 16,893 shares — an estimated $1.02M sold.

First Trust Direct Indexing first reported a position in SQM in Q4 2020 and held it in 13 quarters. The position peaked at $4.02M in Q1 2022. 271 funds tracked by Wall St. Rank hold SQM as of Q1 2024.

First Trust Direct Indexing reported no remaining Sociedad Química y Minera de Chile position as of Q1 2024 after selling out during the quarter.
First Trust Direct Indexing sold 16,893 Sociedad Química y Minera de Chile shares in Q1 2024, an estimated $1.02M.
First Trust Direct Indexing first reported a position in Sociedad Química y Minera de Chile in Q4 2020 and held it in 13 quarters.
First Trust Direct Indexing's Sociedad Química y Minera de Chile position peaked at $4.02M in Q1 2022.
271 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2024.

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