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First Trust Direct Indexing’s Stewart Information Services STC Stock Holding History

First Trust Direct Indexing’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-102
Closed -$5K – 913
2020
Q4 		$5K Buy
+102
New +$4.65K ﹤0.01% 1026

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Direct Indexing's STC Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Stewart Information Services (STC) in Q1 2021, closing a stake of 102 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in STC in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 203 funds tracked by Wall St. Rank hold STC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Stewart Information Services position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 102 Stewart Information Services shares in Q1 2021, an estimated $5K.
  • First Trust Direct Indexing first reported a position in Stewart Information Services in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Stewart Information Services position peaked at $5K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.