Brown, Lisle/Cummings’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Brown, Lisle/Cummings’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
2024 Q4	–	Sell	-76	Closed	-$3.31K	–	652
2024 Q3	$3.31K	Sell	76 -1,600	-95%	-$61K	﹤0.01%	546
2024 Q2	$65K	Hold	1,676	–	–	0.02%	288
2024 Q1	$75.9K	Hold	1,676	–	–	0.03%	260
2023 Q4	$85.4K	Hold	1,676	–	–	0.03%	248
2023 Q3	$92.5K	Hold	1,676	–	–	0.04%	228
2023 Q2	$109K	Hold	1,676	–	–	0.05%	219
2023 Q1	$107K	Hold	1,676	–	–	0.05%	213
2022 Q4	$98.2K	Hold	1,676	–	–	0.05%	210
2022 Q3	$111K	Hold	1,676	–	–	0.06%	197
2022 Q2	$122K	Hold	1,676	–	–	0.07%	195
2022 Q1	$129K	Hold	1,676	–	–	0.06%	197
2021 Q4	$142K	Buy	+1,676	New	+$149K	0.07%	190

Other funds holding LIT

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brown, Lisle/Cummings's LIT Position: Q4 2024 in Review

Brown, Lisle/Cummings sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 76 shares — an estimated $3.31K sold.

Brown, Lisle/Cummings first reported a position in LIT in Q4 2021 and held it in 12 quarters. The position peaked at $142K in Q4 2021. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

Brown, Lisle/Cummings reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
Brown, Lisle/Cummings sold 76 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $3.31K.
Brown, Lisle/Cummings first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 12 quarters.
Brown, Lisle/Cummings's Global X Lithium & Battery Tech ETF position peaked at $142K in Q4 2021.
267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2024, filed 27 Jan 2025.