Disciplined Investments’s Standard Lithium SLI Stock Holding History

Disciplined Investments’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-303	Closed	-$1.36K	–	1315
2023 Q2	$1.36K	Hold	303	–	–	﹤0.01%	827
2023 Q1	$1.15K	Hold	303	–	–	﹤0.01%	899
2022 Q4	$894	Hold	303	–	–	﹤0.01%	949
2022 Q3	$1K	Hold	303	–	–	﹤0.01%	1078
2022 Q2	$1K	Hold	303	–	–	﹤0.01%	1103
2022 Q1	$3K	Hold	303	–	–	﹤0.01%	608
2021 Q4	$3K	Hold	303	–	–	﹤0.01%	425
2021 Q3	$2K	Buy	+303	New	+$2K	﹤0.01%	404

Other funds holding SLI

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Disciplined Investments's SLI Position: Q3 2023 in Review

Disciplined Investments sold out of Standard Lithium (SLI) in Q3 2023, closing a stake of 303 shares — an estimated $1.36K sold.

Disciplined Investments first reported a position in SLI in Q3 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 82 funds tracked by Wall St. Rank hold SLI as of Q3 2023.

Disciplined Investments reported no remaining Standard Lithium position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 303 Standard Lithium shares in Q3 2023, an estimated $1.36K.
Disciplined Investments first reported a position in Standard Lithium in Q3 2021 and held it in 8 quarters.
Disciplined Investments's Standard Lithium position peaked at $3K in Q1 2022.
82 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2023.

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