KCM
PLL

Kennedy Capital Management’s Piedmont Lithium PLL Stock Holding History

Kennedy Capital Management’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
2023
Q4 		– Sell
-54,770
Closed -$2.17M – 711
2023
Q3 		$2.17M Buy
54,770
+5,429
+11% +$264K 0.05% 442
2023
Q2 		$2.85M Buy
49,341
+7,126
+17% +$408K 0.07% 400
2023
Q1 		$2.54M Buy
+42,215
New +$2.56M 0.07% 371

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kennedy Capital Management's PLL Position: Q4 2023 in Review

Kennedy Capital Management sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 54,770 shares — an estimated $2.17M sold.

Kennedy Capital Management first reported a position in PLL in Q1 2023 and held it in 3 quarters. The position peaked at $2.85M in Q2 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

  • Kennedy Capital Management reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 54,770 Piedmont Lithium shares in Q4 2023, an estimated $2.17M.
  • Kennedy Capital Management first reported a position in Piedmont Lithium in Q1 2023 and held it in 3 quarters.
  • Kennedy Capital Management's Piedmont Lithium position peaked at $2.85M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.