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

Mendel 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
2022
Q3 		– Sell
-2,795
Closed -$203K – 65
2022
Q2 		$203K Hold
2,795
– – 0.23% 63
2022
Q1 		$215K Buy
2,795
+5
+0.2% +$383 0.2% 66
2021
Q4 		$236K Buy
+2,790
New +$247K 0.22% 65

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mendel Capital Management's LIT Position: Q3 2022 in Review

Mendel Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,795 shares — an estimated $203K sold.

Mendel Capital Management first reported a position in LIT in Q4 2021 and held it in 3 quarters. The position peaked at $236K in Q4 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Mendel Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Mendel Capital Management sold 2,795 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $203K.
  • Mendel Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 3 quarters.
  • Mendel Capital Management's Global X Lithium & Battery Tech ETF position peaked at $236K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Mendel Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.