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SG3 Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

SG3 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
2023
Q1 		– Sell
-10,000
Closed -$586K – 103
2022
Q4 		$586K Buy
+10,000
New +$668K 0.08% 108
2021
Q4 		– Sell
-10,000
Closed -$820K – 1183
2021
Q3 		$820K Buy
+10,000
New +$820K 0.02% 499

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SG3 Management's LIT Position: Q1 2022 in Review

SG3 Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 2,000 shares — an estimated $169K sold.

SG3 Management first reported a position in LIT in Q4 2017 and held it in 4 quarters. The position peaked at $12M in Q4 2017. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • SG3 Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • SG3 Management sold 2,000 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $169K.
  • SG3 Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2017 and held it in 4 quarters.
  • SG3 Management's Global X Lithium & Battery Tech ETF position peaked at $12M in Q4 2017.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on SG3 Management's 13F filing for Q1 2022, filed 16 May 2022.