Howe & Rusling’s Piedmont Lithium PLL Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-23	Closed	-$1K	–	837
2022 Q3	$1K	Buy	23 +10	+77%	+$515	﹤0.01%	993
2022 Q2	$0	Hold	13	–	–	﹤0.01%	1137
2022 Q1	$1K	Sell	13 -4	-24%	-$225	﹤0.01%	949
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	947
2021 Q3	$1K	Buy	17 +4	+31%	+$233	﹤0.01%	931
2021 Q2	$1K	Buy	+13	New	+$882	﹤0.01%	893

Other funds holding PLL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Howe & Rusling's PLL Position: Q4 2022 in Review

Howe & Rusling sold out of Piedmont Lithium (PLL) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Howe & Rusling first reported a position in PLL in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 158 funds tracked by Wall St. Rank hold PLL as of Q4 2022.

Howe & Rusling reported no remaining Piedmont Lithium position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 23 Piedmont Lithium shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in Piedmont Lithium in Q2 2021 and held it in 6 quarters.
Howe & Rusling's Piedmont Lithium position peaked at $1K in Q3 2022.
158 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.