Pekin Hardy Strauss’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pekin Hardy Strauss’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
2023 Q4	–	Sell	-3,692	Closed	-$204K	–	316
2023 Q3	$204K	Sell	3,692 -950	-20%	-$58K	0.03%	280
2023 Q2	$302K	Sell	4,642 -4,080	-47%	-$254K	0.03%	242
2023 Q1	$554K	Sell	8,722 -900	-9%	-$58.1K	0.07%	188
2022 Q4	$564K	Sell	9,622 -135	-1%	-$9.02K	0.08%	186
2022 Q3	$645K	Sell	9,757 -8,575	-47%	-$637K	0.1%	173
2022 Q2	$1.33M	Sell	18,332 -5,765	-24%	-$410K	0.19%	120
2022 Q1	$1.85M	Sell	24,097 -83	-0.3%	-$6.35K	0.23%	104
2021 Q4	$2.04M	Buy	24,180 +2,525	+12%	+$224K	0.28%	103
2021 Q3	$1.77M	Buy	21,655 +16,050	+286%	+$1.32M	0.25%	106
2021 Q2	$406K	Sell	5,605 -10	-0.2%	-$644	0.06%	234
2021 Q1	$328K	Buy	+5,615	New	+$367K	0.05%	227

Other funds holding LIT

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Pekin Hardy Strauss's LIT Position: Q4 2023 in Review

Pekin Hardy Strauss sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 3,692 shares — an estimated $204K sold.

Pekin Hardy Strauss first reported a position in LIT in Q1 2021 and held it in 11 quarters. The position peaked at $2.04M in Q4 2021. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Pekin Hardy Strauss reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 3,692 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $204K.
Pekin Hardy Strauss first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 11 quarters.
Pekin Hardy Strauss's Global X Lithium & Battery Tech ETF position peaked at $2.04M in Q4 2021.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Pekin Hardy Strauss's 13F filing for Q4 2023, filed 5 Feb 2024.