Bank Julius Baer & Co
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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
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

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co's LIT Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2025, closing a stake of 1,000 shares — an estimated $56.8K sold.

Bank Julius Baer & Co first reported a position in LIT in Q1 2020 and held it in 19 quarters. The position peaked at $3.66M in Q4 2021. 279 funds tracked by Wall St. Rank hold LIT as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,000 Global X Lithium & Battery Tech ETF shares in Q4 2025, an estimated $56.8K.
  • Bank Julius Baer & Co first reported a position in Global X Lithium & Battery Tech ETF in Q1 2020 and held it in 19 quarters.
  • Bank Julius Baer & Co's Global X Lithium & Battery Tech ETF position peaked at $3.66M in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.