Bard Associates’s Piedmont Lithium PLL Stock Holding History

Bard Associates’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,700	Closed	-$217K	–	181
2023 Q4	$217K	Hold	7,700	–	–	0.08%	150
2023 Q3	$306K	Hold	7,700	–	–	0.13%	138
2023 Q2	$444K	Hold	7,700	–	–	0.17%	122
2023 Q1	$462K	Hold	7,700	–	–	0.19%	117
2022 Q4	$339K	Sell	7,700 -200	-3%	-$11.1K	0.15%	132
2022 Q3	$423K	Hold	7,900	–	–	0.19%	113
2022 Q2	$288K	Buy	7,900 +2,300	+41%	+$136K	0.12%	138
2022 Q1	$409K	Hold	5,600	–	–	0.14%	139
2021 Q4	$294K	Hold	5,600	–	–	0.1%	149
2021 Q3	$305K	Hold	5,600	–	–	0.1%	148
2021 Q2	$438K	Buy	+5,600	New	+$380K	0.14%	128

Other funds holding PLL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bard Associates's PLL Position: Q1 2024 in Review

Bard Associates sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 7,700 shares — an estimated $217K sold.

Bard Associates first reported a position in PLL in Q2 2021 and held it in 11 quarters. The position peaked at $462K in Q1 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

Bard Associates reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
Bard Associates sold 7,700 Piedmont Lithium shares in Q1 2024, an estimated $217K.
Bard Associates first reported a position in Piedmont Lithium in Q2 2021 and held it in 11 quarters.
Bard Associates's Piedmont Lithium position peaked at $462K in Q1 2023.
122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Bard Associates's 13F filing for Q1 2024, filed 13 May 2024.