Harbour Investments’s Piedmont Lithium PLL Stock Holding History

Harbour Investments’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23	Closed	-$145	–	3697
2025 Q1	$145	Hold	23	–	–	﹤0.01%	3442
2024 Q4	$201	Hold	23	–	–	﹤0.01%	3367
2024 Q3	$205	Hold	23	–	–	﹤0.01%	3276
2024 Q2	$230	Hold	23	–	–	﹤0.01%	3157
2024 Q1	$306	Hold	23	–	–	﹤0.01%	3084
2023 Q4	$649	Hold	23	–	–	﹤0.01%	2888
2023 Q3	$913	Hold	23	–	–	﹤0.01%	2721
2023 Q2	$1.33K	Hold	23	–	–	﹤0.01%	2637
2023 Q1	$1.38K	Hold	23	–	–	﹤0.01%	2631
2022 Q4	$1.01K	Hold	23	–	–	﹤0.01%	2684
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	2635
2022 Q2	$1K	Buy	+23	New	+$1.36K	﹤0.01%	2635
2021 Q4	$4K	Sell	72 -517	-88%	-$30.3K	﹤0.01%	2248
2021 Q3	$32K	Hold	589	–	–	﹤0.01%	2031
2021 Q2	$46K	Buy	+589	New	+$40K	﹤0.01%	1870

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harbour Investments's PLL Position: Q2 2025 in Review

Harbour Investments sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 23 shares — an estimated $145 sold.

Harbour Investments first reported a position in PLL in Q2 2021 and held it in 15 quarters. The position peaked at $46K in Q2 2021. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

Harbour Investments reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 23 Piedmont Lithium shares in Q2 2025, an estimated $145.
Harbour Investments first reported a position in Piedmont Lithium in Q2 2021 and held it in 15 quarters.
Harbour Investments's Piedmont Lithium position peaked at $46K in Q2 2021.
87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.