Moody Aldrich Partners’s Piedmont Lithium PLL Stock Holding History

Moody Aldrich Partners’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 Q3	–	Sell	-59,876	Closed	-$3.46M	–	208
2023 Q2	$3.46M	Sell	59,876 -154	-0.3%	-$8.81K	0.67%	62
2023 Q1	$3.6M	Buy	+60,030	New	+$3.64M	0.73%	58

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

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

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

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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Moody Aldrich Partners's PLL Position: Q3 2023 in Review

Moody Aldrich Partners sold out of Piedmont Lithium (PLL) in Q3 2023, closing a stake of 59,876 shares — an estimated $3.46M sold.

Moody Aldrich Partners first reported a position in PLL in Q1 2023 and held it in 2 quarters. The position peaked at $3.6M in Q1 2023. 144 funds tracked by Wall St. Rank hold PLL as of Q3 2023.

Moody Aldrich Partners reported no remaining Piedmont Lithium position as of Q3 2023 after selling out during the quarter.
Moody Aldrich Partners sold 59,876 Piedmont Lithium shares in Q3 2023, an estimated $3.46M.
Moody Aldrich Partners first reported a position in Piedmont Lithium in Q1 2023 and held it in 2 quarters.
Moody Aldrich Partners's Piedmont Lithium position peaked at $3.6M in Q1 2023.
144 funds tracked by Wall St. Rank held Piedmont Lithium as of Q3 2023.

Based on Moody Aldrich Partners's 13F filing for Q3 2023, filed 8 Nov 2023.