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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

MD Financial Management's LIT Position: Q4 2021 in Review

MD Financial Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 6.5% in Q4 2021, selling an estimated $1.27M and leaving 206,520 shares worth $17.4M. The position accounts for 0.42% of the portfolio, ranked #49.

MD Financial Management first reported a position in LIT in Q2 2019 and has held it in 11 quarters since. The position peaked at $18.1M in Q3 2021. 459 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

MD Financial Management held 206,520 shares of Global X Lithium & Battery Tech ETF worth $17.4M as of Q4 2021.
MD Financial Management sold 14,358 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $1.27M.
Global X Lithium & Battery Tech ETF made up 0.42% of MD Financial Management's portfolio in Q4 2021, its #49 holding.
MD Financial Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2019 and has held it in 11 quarters since.
MD Financial Management's Global X Lithium & Battery Tech ETF position peaked at $18.1M in Q3 2021.
459 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.