JCA
PLL

Jade Capital Advisors’s Piedmont Lithium PLL Stock Holding History

Jade Capital Advisors’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
2024
Q1 		– Sell
-10,000
Closed -$282K – 91
2023
Q4 		$282K Hold
10,000
– – 0.17% 72
2023
Q3 		$397K Hold
10,000
– – 0.36% 61
2023
Q2 		$577K Buy
+10,000
New +$572K 0.45% 54
2022
Q2 		– Sell
-8,221
Closed -$600K – 80
2022
Q1 		$600K Sell
8,221
-5,000
-38% -$281K 0.32% 74
2021
Q4 		$824K Hold
13,221
– – 0.62% 41
2021
Q3 		$720K Buy
+13,221
New +$768K 0.42% 57

Other funds holding PLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Jade Capital Advisors's PLL Position: Q1 2024 in Review

Jade Capital Advisors sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 10,000 shares — an estimated $282K sold.

Jade Capital Advisors first reported a position in PLL in Q3 2021 and held it in 6 quarters. The position peaked at $824K in Q4 2021. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

  • Jade Capital Advisors reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
  • Jade Capital Advisors sold 10,000 Piedmont Lithium shares in Q1 2024, an estimated $282K.
  • Jade Capital Advisors first reported a position in Piedmont Lithium in Q3 2021 and held it in 6 quarters.
  • Jade Capital Advisors's Piedmont Lithium position peaked at $824K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Jade Capital Advisors's 13F filing for Q1 2024, filed 10 May 2024.