Polar Capital Holdings’s Piedmont Lithium PLL Stock Holding History

Polar Capital Holdings’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	-92,500	Closed	-$3.67M	–	301
2023 Q3	$3.67M	Buy	92,500 +72,600	+365%	+$3.53M	0.03%	240
2023 Q2	$1.15M	Buy	+19,900	New	+$1.14M	0.01%	260

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

Polar Capital Holdings's PLL Position: Q4 2023 in Review

Polar Capital Holdings sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 92,500 shares — an estimated $3.67M sold.

Polar Capital Holdings first reported a position in PLL in Q2 2023 and held it in 2 quarters. The position peaked at $3.67M in Q3 2023. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

Polar Capital Holdings reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
Polar Capital Holdings sold 92,500 Piedmont Lithium shares in Q4 2023, an estimated $3.67M.
Polar Capital Holdings first reported a position in Piedmont Lithium in Q2 2023 and held it in 2 quarters.
Polar Capital Holdings's Piedmont Lithium position peaked at $3.67M in Q3 2023.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on Polar Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.