Bartlett & Co’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bartlett & 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
2023 Q4	$31K	Hold	600	–	–	﹤0.01%	788
2023 Q3	$33K	Sell	600 -150	-20%	-$9.16K	﹤0.01%	730
2023 Q2	$49K	Hold	750	–	–	﹤0.01%	675
2023 Q1	$48K	Hold	750	–	–	﹤0.01%	575
2022 Q4	$44K	Hold	750	–	–	﹤0.01%	601
2022 Q3	$50K	Hold	750	–	–	﹤0.01%	562
2022 Q2	$55K	Hold	750	–	–	﹤0.01%	560
2022 Q1	$58K	Buy	+750	New	+$57.4K	﹤0.01%	565
2021 Q4	–	Sell	-600	Closed	-$49K	–	673
2021 Q3	$49K	Hold	600	–	–	﹤0.01%	512
2021 Q2	$43K	Hold	600	–	–	﹤0.01%	531
2021 Q1	$35K	Hold	600	–	–	﹤0.01%	593
2020 Q4	$37K	Hold	600	–	–	﹤0.01%	579
2020 Q3	$24K	Buy	+600	New	+$22.6K	﹤0.01%	593
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	826
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	651
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	635
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	643
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	655
2018 Q2	$3K	Buy	+100	New	+$3.35K	﹤0.01%	657

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bartlett & Co's LIT Position: Q4 2023 in Review

Bartlett & Co held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2023 at 600 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Bartlett & Co first reported a position in LIT in Q2 2018 and has held it in 19 quarters since. The position peaked at $58K in Q1 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Bartlett & Co held 600 shares of Global X Lithium & Battery Tech ETF worth $31K as of Q4 2023.
Bartlett & Co left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2023.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #788 holding.
Bartlett & Co first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and has held it in 19 quarters since.
Bartlett & Co's Global X Lithium & Battery Tech ETF position peaked at $58K in Q1 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.