MFM
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MD Financial Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

MD Financial 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
2021
Q4 		$17.4M Sell
206,520
-14,358
-7% -$1.27M 0.42% 49
2021
Q3 		$18.1M Sell
220,878
-39,077
-15% -$3.2M 0.46% 47
2021
Q2 		$9.3M Sell
259,955
-33,210
-11% -$2.14M 0.27% 55
2021
Q1 		$10.2M Buy
293,165
+20,363
+7% +$1.33M 0.3% 52
2020
Q4 		$16.9M Sell
272,802
-100,980
-27% -$5.01M 0.53% 37
2020
Q3 		$15M Sell
373,782
-65,213
-15% -$2.45M 0.6% 35
2020
Q2 		$13.9M Sell
438,995
-34,104
-7% -$919K 0.75% 31
2020
Q1 		$10.3M Sell
473,099
-83,558
-15% -$2.31M 0.63% 35
2019
Q4 		$15.2M Sell
556,657
-6,685
-1% -$171K 0.77% 28
2019
Q3 		$13.7M Buy
563,342
+7,818
+1% +$194K 0.72% 34
2019
Q2 		$14.5M Buy
+555,524
New +$15M 0.7% 36

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return