JSSH
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J. Safra Sarasin Holding’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

J. Safra Sarasin Holding’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
2025
Q3 		– Sell
-6,900
Closed -$265K – 520
2025
Q2 		$265K Buy
+6,900
New +$255K ﹤0.01% 452

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J. Safra Sarasin Holding's LIT Position: Q3 2025 in Review

J. Safra Sarasin Holding sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2025, closing a stake of 6,900 shares — an estimated $265K sold.

J. Safra Sarasin Holding first reported a position in LIT in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

  • J. Safra Sarasin Holding reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 6,900 Global X Lithium & Battery Tech ETF shares in Q3 2025, an estimated $265K.
  • J. Safra Sarasin Holding first reported a position in Global X Lithium & Battery Tech ETF in Q2 2025 and held it in 1 quarter.
  • J. Safra Sarasin Holding's Global X Lithium & Battery Tech ETF position peaked at $265K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2025, filed 3 Nov 2025.