Herbst Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Herbst Group’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 Q4	–	Sell	-26,574	Closed	-$1.47M	–	68
2023 Q3	$1.47M	Sell	26,574 -751	-3%	-$45.9K	1.05%	41
2023 Q2	$1.78M	Sell	27,325 -567	-2%	-$35.3K	1.23%	36
2023 Q1	$1.77M	Buy	27,892 +145	+0.5%	+$9.35K	1.25%	35
2022 Q4	$1.63M	Sell	27,747 -540	-2%	-$36.1K	1.32%	32
2022 Q3	$1.87M	Buy	28,287 +405	+1%	+$30.1K	1.53%	26
2022 Q2	$2M	Sell	27,882 -484	-2%	-$34.4K	1.58%	25
2022 Q1	$2.18M	Buy	28,366 +665	+2%	+$50.9K	1.43%	32
2021 Q4	$2.34M	Buy	+27,701	New	+$2.46M	1.44%	33

Other funds holding LIT

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

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

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

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

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

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

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Herbst Group's LIT Position: Q4 2023 in Review

Herbst Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 26,574 shares — an estimated $1.47M sold.

Herbst Group first reported a position in LIT in Q4 2021 and held it in 8 quarters. The position peaked at $2.34M in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Herbst Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Herbst Group sold 26,574 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $1.47M.
Herbst Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 8 quarters.
Herbst Group's Global X Lithium & Battery Tech ETF position peaked at $2.34M in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Herbst Group's 13F filing for Q4 2023, filed 12 Jan 2024.