Equitable Trust’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Equitable Trust’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 Q3	–	Sell	-5,474	Closed	-$212K	–	448
2024 Q2	$212K	Sell	5,474 -132	-2%	-$5.75K	0.01%	422
2024 Q1	$254K	Sell	5,606 -577	-9%	-$25.7K	0.02%	394
2023 Q4	$315K	Sell	6,183 -2,478	-29%	-$123K	0.02%	349
2023 Q3	$478K	Hold	8,661	–	–	0.04%	262
2023 Q2	$563K	Hold	8,661	–	–	0.04%	250
2023 Q1	$550K	Sell	8,661 -14	-0.2%	-$903	0.04%	240
2022 Q4	$508K	Sell	8,675 -100	-1%	-$6.68K	0.04%	255
2022 Q3	$580K	Hold	8,775	–	–	0.05%	232
2022 Q2	$637K	Sell	8,775 -1,631	-16%	-$116K	0.05%	224
2022 Q1	$801K	Buy	10,406 +3,216	+45%	+$246K	0.05%	196
2021 Q4	$607K	Buy	+7,190	New	+$638K	0.04%	224

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

Equitable Trust's LIT Position: Q3 2024 in Review

Equitable Trust sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 5,474 shares — an estimated $212K sold.

Equitable Trust first reported a position in LIT in Q4 2021 and held it in 11 quarters. The position peaked at $801K in Q1 2022. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Equitable Trust reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Equitable Trust sold 5,474 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $212K.
Equitable Trust first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 11 quarters.
Equitable Trust's Global X Lithium & Battery Tech ETF position peaked at $801K in Q1 2022.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Equitable Trust's 13F filing for Q3 2024, filed 29 Oct 2024.