Stifel Financial
SLI

Stifel Financial’s Standard Lithium SLI Stock Holding History

Stifel Financial’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-59,435
Closed -$96.5K – 3531
2024
Q4 		$96.5K Sell
59,435
-800
-1% -$1.47K ﹤0.01% 3247
2024
Q3 		$93.4K Hold
60,235
– – ﹤0.01% 3251
2024
Q2 		$74.7K Hold
60,235
– – ﹤0.01% 3245
2024
Q1 		$69.8K Hold
60,235
– – ﹤0.01% 3233
2023
Q4 		$118K Hold
60,235
– – ﹤0.01% 3143
2023
Q3 		$158K Hold
60,235
– – ﹤0.01% 3044
2023
Q2 		$266K Hold
60,235
– – ﹤0.01% 2900
2023
Q1 		$222K Sell
60,235
-300
-0.5% -$1.17K ﹤0.01% 2990
2022
Q4 		$179K Buy
60,535
+300
+0.5% +$1.16K ﹤0.01% 3006
2022
Q3 		$269K Sell
60,235
-7,000
-10% -$36.7K ﹤0.01% 2793
2022
Q2 		$283K Buy
67,235
+54,785
+440% +$324K ﹤0.01% 2788
2022
Q1 		$110K Buy
+12,450
New +$84.3K ﹤0.01% 3248

Other funds holding SLI

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return