Slocum, Gordon & Co’s Piedmont Lithium PLL Stock Holding History

Slocum, Gordon & Co’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 Q2	–	Sell	-5	Closed	-$314	–	147
2023 Q1	$314	Hold	5	–	–	﹤0.01%	138
2022 Q4	$230	Buy	+5	New	+$277	﹤0.01%	137

Other funds holding PLL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Slocum, Gordon & Co's PLL Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Piedmont Lithium (PLL) in Q2 2023, closing a stake of 5 shares — an estimated $314 sold.

Slocum, Gordon & Co first reported a position in PLL in Q4 2022 and held it in 2 quarters. The position peaked at $314 in Q1 2023. 169 funds tracked by Wall St. Rank hold PLL as of Q2 2023.

Slocum, Gordon & Co reported no remaining Piedmont Lithium position as of Q2 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 5 Piedmont Lithium shares in Q2 2023, an estimated $314.
Slocum, Gordon & Co first reported a position in Piedmont Lithium in Q4 2022 and held it in 2 quarters.
Slocum, Gordon & Co's Piedmont Lithium position peaked at $314 in Q1 2023.
169 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.