Psagot Value Holdings’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-24,000	Closed	-$1.41M	–	562
2022 Q4	$1.41M	Sell	24,000 -208	-0.9%	-$13.9K	0.42%	51
2022 Q3	$1.6M	Buy	24,208 +208	+0.9%	+$15.4K	0.45%	50
2022 Q2	$1.74M	Hold	24,000	–	–	0.41%	54
2022 Q1	$1.85M	Hold	24,000	–	–	0.41%	50
2021 Q4	$2.03M	Hold	24,000	–	–	0.39%	53
2021 Q3	$1.97M	Hold	24,000	–	–	0.34%	61
2021 Q2	$1.74M	Hold	24,000	–	–	0.06%	121
2021 Q1	$1.4M	Hold	24,000	–	–	0.03%	174
2020 Q4	$1.49M	Hold	24,000	–	–	0.03%	156
2020 Q3	$961K	Hold	24,000	–	–	0.02%	170
2020 Q2	$760K	Hold	24,000	–	–	0.02%	166
2020 Q1	$521K	Hold	24,000	–	–	0.02%	171
2019 Q4	$656K	Sell	24,000 -148,497	-86%	-$3.79M	0.02%	203
2019 Q3	$4.2M	Sell	172,497 -263,902	-60%	-$6.55M	0.17%	94
2019 Q2	$11.4M	Buy	436,399 +281	+0.1%	+$7.57K	0.46%	62
2019 Q1	$12.3M	Hold	436,118	–	–	0.52%	49
2018 Q4	$11.8M	Hold	436,118	–	–	0.54%	46
2018 Q3	$14.4M	Sell	436,118 -314	-0.1%	-$10.2K	0.64%	43
2018 Q2	$14.2M	Buy	436,432 +206,216	+90%	+$6.9M	0.66%	42
2018 Q1	$7.59M	Buy	230,216 +206,216	+859%	+$7.52M	0.33%	57
2017 Q4	$930K	Hold	24,000	–	–	0.04%	148
2017 Q3	$898K	Hold	24,000	–	–	0.04%	159
2017 Q2	$696K	Hold	24,000	–	–	0.03%	164
2017 Q1	$675K	Hold	24,000	–	–	0.03%	169
2016 Q4	$585K	Buy	+24,000	New	+$584K	0.03%	167

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Psagot Value Holdings's LIT Position: Q1 2023 in Review

Psagot Value Holdings sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 24,000 shares — an estimated $1.41M sold.

Psagot Value Holdings first reported a position in LIT in Q4 2016 and held it in 25 quarters. The position peaked at $14.4M in Q3 2018. 406 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

Psagot Value Holdings reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 24,000 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $1.41M.
Psagot Value Holdings first reported a position in Global X Lithium & Battery Tech ETF in Q4 2016 and held it in 25 quarters.
Psagot Value Holdings's Global X Lithium & Battery Tech ETF position peaked at $14.4M in Q3 2018.
406 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.