M&R Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

M&R Capital Management’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
2024 Q3	$4.36K	Hold	100	–	–	﹤0.01%	471
2024 Q2	$3.88K	Sell	100 -42	-30%	-$1.83K	﹤0.01%	461
2024 Q1	$6.43K	Hold	142	–	–	﹤0.01%	420
2023 Q4	$7.23K	Hold	142	–	–	﹤0.01%	446
2023 Q3	$7.83K	Sell	142 -130	-48%	-$7.94K	﹤0.01%	413
2023 Q2	$17.7K	Hold	272	–	–	﹤0.01%	329
2023 Q1	$17.3K	Sell	272 -20	-7%	-$1.29K	﹤0.01%	321
2022 Q4	$17.1K	Buy	292 +150	+106%	+$10K	﹤0.01%	308
2022 Q3	$9K	Hold	142	–	–	﹤0.01%	334
2022 Q2	$10K	Hold	142	–	–	﹤0.01%	331
2022 Q1	$10K	Hold	142	–	–	﹤0.01%	333
2021 Q4	$11K	Hold	142	–	–	﹤0.01%	326
2021 Q3	$11K	Buy	142 +100	+238%	+$8.2K	﹤0.01%	327
2021 Q2	$3K	Buy	+42	New	+$2.7K	﹤0.01%	390

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&R Capital Management's LIT Position: Q3 2024 in Review

M&R Capital Management held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2024 at 100 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

M&R Capital Management first reported a position in LIT in Q2 2021 and has held it in 14 quarters since. The position peaked at $17.7K in Q2 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

M&R Capital Management held 100 shares of Global X Lithium & Battery Tech ETF worth $4.36K as of Q3 2024.
M&R Capital Management left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2024.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #471 holding.
M&R Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 14 quarters since.
M&R Capital Management's Global X Lithium & Battery Tech ETF position peaked at $17.7K in Q2 2023.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.