Marshall Wace’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Marshall Wace’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
2023 Q2	–	Sell	-21,081	Closed	-$1.34M	–	2738
2023 Q1	$1.34M	Buy	21,081 +1,069	+5%	+$69K	﹤0.01%	1668
2022 Q4	$1.17M	Sell	20,012 -32,955	-62%	-$2.2M	﹤0.01%	2018
2022 Q3	$3.5M	Sell	52,967 -60,934	-53%	-$4.52M	0.01%	1642
2022 Q2	$8.27M	Buy	+113,901	New	+$8.1M	0.02%	1003
2021 Q1	–	Sell	-16,284	Closed	-$1.01M	–	2695
2020 Q4	$1.01M	Buy	+16,284	New	+$807K	0.01%	1202

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Marshall Wace's LIT Position: Q2 2023 in Review

Marshall Wace sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 21,081 shares — an estimated $1.34M sold.

Marshall Wace first reported a position in LIT in Q4 2020 and held it in 5 quarters. The position peaked at $8.27M in Q2 2022. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Marshall Wace reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 21,081 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $1.34M.
Marshall Wace first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 5 quarters.
Marshall Wace's Global X Lithium & Battery Tech ETF position peaked at $8.27M in Q2 2022.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.