Greenleaf Trust’s Li Auto LI Stock Holding History

Greenleaf Trust’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,802	Closed	-$226K	–	836
2024 Q3	$226K	Buy	+8,802	New	+$179K	﹤0.01%	757

Other funds holding LI

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

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

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

Greenleaf Trust's LI Position: Q4 2024 in Review

Greenleaf Trust sold out of Li Auto (LI) in Q4 2024, closing a stake of 8,802 shares — an estimated $226K sold.

Greenleaf Trust first reported a position in LI in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 207 funds tracked by Wall St. Rank hold LI as of Q4 2024.

Greenleaf Trust reported no remaining Li Auto position as of Q4 2024 after selling out during the quarter.
Greenleaf Trust sold 8,802 Li Auto shares in Q4 2024, an estimated $226K.
Greenleaf Trust first reported a position in Li Auto in Q3 2024 and held it in 1 quarter.
Greenleaf Trust's Li Auto position peaked at $226K in Q3 2024.
207 funds tracked by Wall St. Rank held Li Auto as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.