Advisory Research’s Livent Corporation LTHM Stock Holding History

Advisory Research’s Portfolio LTHM Stock Details LTHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-102,390	Closed	-$2.81M	–	505
2023 Q2	$2.81M	Buy	102,390 +82,568	+417%	+$1.98M	0.36%	81
2023 Q1	$431K	Sell	19,822 -7,784	-28%	-$180K	0.07%	256
2022 Q4	$549K	Sell	27,606 -26,650	-49%	-$729K	0.05%	237
2022 Q3	$1.66M	Buy	54,256 +21,576	+66%	+$605K	0.16%	102
2022 Q2	$742K	Buy	+32,680	New	+$841K	0.07%	186

Other funds holding LTHM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's LTHM Position: Q3 2023 in Review

Advisory Research sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 102,390 shares — an estimated $2.81M sold.

Advisory Research first reported a position in LTHM in Q2 2022 and held it in 5 quarters. The position peaked at $2.81M in Q2 2023. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

Advisory Research reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 102,390 Livent Corporation shares in Q3 2023, an estimated $2.81M.
Advisory Research first reported a position in Livent Corporation in Q2 2022 and held it in 5 quarters.
Advisory Research's Livent Corporation position peaked at $2.81M in Q2 2023.
416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.