DI
LTHM

Disciplined Investments’s Livent Corporation LTHM Stock Holding History

Disciplined Investments’s Portfolio LTHM Stock Details LTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9
Closed -$247 – 1668
2023
Q2 		$247 Hold
9
– – ﹤0.01% 1451
2023
Q1 		$195 Buy
9
+6
+200% +$139 ﹤0.01% 1486
2022
Q4 		$60 Sell
3
-1
-25% -$27 ﹤0.01% 1577
2022
Q3 		$0 Buy
+4
New +$112 ﹤0.01% 1699

Other funds holding LTHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's LTHM Position: Q3 2023 in Review

Disciplined Investments sold out of Livent Corporation (LTHM) in Q3 2023, closing a stake of 9 shares — an estimated $247 sold.

Disciplined Investments first reported a position in LTHM in Q3 2022 and held it in 4 quarters. The position peaked at $247 in Q2 2023. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

  • Disciplined Investments reported no remaining Livent Corporation position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Livent Corporation shares in Q3 2023, an estimated $247.
  • Disciplined Investments first reported a position in Livent Corporation in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Livent Corporation position peaked at $247 in Q2 2023.
  • 416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.