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Essex LLC’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Essex LLC’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
Q3 		– Sell
-3,248
Closed -$211K – 166
2023
Q2 		$211K Sell
3,248
-620
-16% -$38.6K 0.06% 141
2023
Q1 		$227K Hold
3,868
– – 0.07% 143
2022
Q4 		$227K Sell
3,868
-117
-3% -$7.82K 0.07% 143
2022
Q3 		$263K Sell
3,985
-205
-5% -$15.2K 0.09% 121
2022
Q2 		$304K Sell
4,190
-50
-1% -$3.56K 0.09% 121
2022
Q1 		$326K Sell
4,240
-1,205
-22% -$92.2K 0.09% 131
2021
Q4 		$460K Buy
5,445
+185
+4% +$16.4K 0.12% 121
2021
Q3 		$431K Buy
+5,260
New +$431K 0.12% 124

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex LLC's LIT Position: Q3 2023 in Review

Essex LLC sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,248 shares — an estimated $211K sold.

Essex LLC first reported a position in LIT in Q3 2021 and held it in 8 quarters. The position peaked at $460K in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

  • Essex LLC reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Essex LLC sold 3,248 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $211K.
  • Essex LLC first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 8 quarters.
  • Essex LLC's Global X Lithium & Battery Tech ETF position peaked at $460K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Essex LLC's 13F filing for Q3 2023, filed 16 Oct 2023.