Mendota Financial Group’s Piedmont Lithium PLL Stock Holding History

Mendota Financial Group’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16	Closed	-$636	–	395
2023 Q3	$636	Hold	16	–	–	﹤0.01%	272
2023 Q2	$924	Buy	+16	New	+$916	﹤0.01%	266
2023 Q1	–	Sell	-16	Closed	-$704	–	339
2022 Q4	$704	Buy	+16	New	+$887	﹤0.01%	285

Other funds holding PLL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mendota Financial Group's PLL Position: Q4 2023 in Review

Mendota Financial Group sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 16 shares — an estimated $636 sold.

Mendota Financial Group first reported a position in PLL in Q4 2022 and held it in 3 quarters. The position peaked at $924 in Q2 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Mendota Financial Group reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Mendota Financial Group sold 16 Piedmont Lithium shares in Q4 2023, an estimated $636.
Mendota Financial Group first reported a position in Piedmont Lithium in Q4 2022 and held it in 3 quarters.
Mendota Financial Group's Piedmont Lithium position peaked at $924 in Q2 2023.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.