North Star Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

North Star Investment 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
2024 Q4	–	Sell	-70	Closed	-$3.05K	–	1248
2024 Q3	$3.05K	Hold	70	–	–	﹤0.01%	1044
2024 Q2	$2.7K	Sell	70 -69	-50%	-$3.01K	﹤0.01%	1010
2024 Q1	$6.28K	Sell	139 -68	-33%	-$3.03K	﹤0.01%	942
2023 Q4	$10.6K	Sell	207 -204	-50%	-$10.1K	﹤0.01%	819
2023 Q3	$22.7K	Buy	411 +1	+0.2%	+$61	﹤0.01%	711
2023 Q2	$26.7K	Hold	410	–	–	﹤0.01%	701
2023 Q1	$26.1K	Buy	410 +1	+0.2%	+$65	﹤0.01%	722
2022 Q4	$23.9K	Hold	409	–	–	﹤0.01%	714
2022 Q3	$27K	Buy	409 +1	+0.2%	+$74	﹤0.01%	644
2022 Q2	$30K	Hold	408	–	–	﹤0.01%	647
2022 Q1	$31K	Hold	408	–	–	﹤0.01%	674
2021 Q4	$34K	Hold	408	–	–	﹤0.01%	689
2021 Q3	$33K	Hold	408	–	–	﹤0.01%	660
2021 Q2	$30K	Hold	408	–	–	﹤0.01%	680
2021 Q1	$24K	Buy	+408	New	+$26.7K	﹤0.01%	674

Other funds holding LIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

North Star Investment Management's LIT Position: Q4 2024 in Review

North Star Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 70 shares — an estimated $3.05K sold.

North Star Investment Management first reported a position in LIT in Q1 2021 and held it in 15 quarters. The position peaked at $34K in Q4 2021. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

North Star Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
North Star Investment Management sold 70 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $3.05K.
North Star Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 15 quarters.
North Star Investment Management's Global X Lithium & Battery Tech ETF position peaked at $34K in Q4 2021.
267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.