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Bank Julius Baer & Co’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Bank Julius Baer & Co’s Portfolio
LIT Stock Details
LIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-1,000
Closed
-$56.8K
–
684
2025
Q3
$56.8K
Buy
+1,000
New
+$46K
﹤0.01%
582
2024
Q4
–
Sell
-1,542
Closed
-$79.7K
–
645
2024
Q3
$79.7K
Sell
1,542
-101
-6%
-$3.85K
﹤0.01%
441
2024
Q2
$70.9K
Sell
1,643
-185
-10%
-$8.07K
﹤0.01%
417
2024
Q1
$82.8K
Sell
1,828
-295
-14%
-$13.1K
﹤0.01%
444
2023
Q4
$108K
Buy
+2,123
New
+$105K
﹤0.01%
440
2023
Q3
–
Sell
-1,816
Closed
-$118K
–
546
2023
Q2
$118K
Sell
1,816
-12
-0.7%
-$748
﹤0.01%
444
2023
Q1
$116K
Hold
1,828
–
–
﹤0.01%
471
2022
Q4
$107K
Buy
1,828
+29
+2%
+$1.94K
﹤0.01%
468
2022
Q3
$119K
Sell
1,799
-29
-2%
-$2.15K
﹤0.01%
446
2022
Q2
$133K
Buy
1,828
+410
+29%
+$29.2K
﹤0.01%
457
2022
Q1
$109K
Sell
1,418
-41,925
-97%
-$3.21M
﹤0.01%
477
2021
Q4
$3.66M
Buy
43,343
+42,603
+5,757%
+$3.78M
0.02%
220
2021
Q3
$61K
Sell
740
-41,821
-98%
-$3.43M
﹤0.01%
657
2021
Q2
$3.08M
Buy
42,561
+936
+2%
+$60.2K
0.02%
239
2021
Q1
$2.43M
Sell
41,625
-967
-2%
-$63.2K
0.02%
252
2020
Q4
$2.64M
Buy
42,592
+197
+0.5%
+$9.77K
0.02%
238
2020
Q3
$1.7M
Sell
42,395
-1,330
-3%
-$50K
0.02%
241
2020
Q2
$1.38M
Buy
43,725
+4,857
+12%
+$131K
0.02%
237
2020
Q1
$843K
Buy
+38,868
New
+$1.08M
0.02%
248
Other funds holding LIT
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
SPIA
Steward Partners Investment Advisory
New York
$19.6B AUM
22.89%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$206B AUM
31.61%
1-Year Est. Return
WH
Whitcomb & Hess
Ashland, Ohio
$463M AUM
23.04%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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