Pinnacle Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pinnacle Associates’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	-3,718	Closed	-$205K	–	832
2023 Q3	$205K	Buy	3,718 +1	+0%	+$61	﹤0.01%	751
2023 Q2	$242K	Sell	3,717 -170	-4%	-$10.6K	﹤0.01%	734
2023 Q1	$247K	Sell	3,887 -168	-4%	-$10.8K	0.01%	672
2022 Q4	$238K	Sell	4,055 -265	-6%	-$17.7K	0.01%	668
2022 Q3	$286K	Buy	4,320 +120	+3%	+$8.91K	0.01%	610
2022 Q2	$305K	Buy	4,200 +150	+4%	+$10.7K	0.01%	609
2022 Q1	$312K	Buy	4,050 +1,230	+44%	+$94.1K	0.01%	658
2021 Q4	$238K	Buy	+2,820	New	+$250K	﹤0.01%	723

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

Pinnacle Associates's LIT Position: Q4 2023 in Review

Pinnacle Associates sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 3,718 shares — an estimated $205K sold.

Pinnacle Associates first reported a position in LIT in Q4 2021 and held it in 8 quarters. The position peaked at $312K in Q1 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Pinnacle Associates reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Pinnacle Associates sold 3,718 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $205K.
Pinnacle Associates first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 8 quarters.
Pinnacle Associates's Global X Lithium & Battery Tech ETF position peaked at $312K in Q1 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Pinnacle Associates's 13F filing for Q4 2023, filed 19 Jan 2024.