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
2022 Q1	–	Sell	-2,000	Closed	-$169K	–	1197
2021 Q4	$169K	Sell	2,000 -8,000	-80%	-$709K	﹤0.01%	832
2021 Q3	$820K	Buy	+10,000	New	+$820K	0.02%	500
2018 Q1	–	Sell	-307,500	Closed	-$11.9M	–	105
2017 Q4	$11.9M	Buy	+307,500	New	+$12.1M	3.9%	4

Other funds holding LIT

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

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.