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Stonehage Fleming Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Stonehage Fleming Financial Services’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
2024
Q4 		– Sell
-403
Closed -$17.6K – 229
2024
Q3 		$17.6K Hold
403
– – ﹤0.01% 196
2024
Q2 		$15.6K Sell
403
-847
-68% -$36.9K ﹤0.01% 206
2024
Q1 		$79.4K Buy
1,250
+847
+210% +$37.7K 0.01% 121
2023
Q4 		$20.5K Hold
403
– – ﹤0.01% 200
2023
Q3 		$22.2K Buy
+403
New +$24.6K ﹤0.01% 211
2023
Q2 		– Sell
-1,250
Closed -$79.4K – 225
2023
Q1 		$79.4K Hold
1,250
– – 0.01% 121
2022
Q4 		$73.3K Hold
1,250
– – 0.01% 118
2022
Q3 		$82K Sell
1,250
-350
-22% -$26K 0.01% 120
2022
Q2 		$116K Buy
1,600
+550
+52% +$39.1K ﹤0.01% 167
2022
Q1 		$80K Hold
1,050
– – ﹤0.01% 171
2021
Q4 		$88K Hold
1,050
– – ﹤0.01% 180
2021
Q3 		$86K Hold
1,050
– – ﹤0.01% 180
2021
Q2 		$76K Hold
1,050
– – ﹤0.01% 165
2021
Q1 		$61K Buy
+1,050
New +$68.6K ﹤0.01% 164

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Stonehage Fleming Financial Services's LIT Position: Q4 2024 in Review

Stonehage Fleming Financial Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 403 shares — an estimated $17.6K sold.

Stonehage Fleming Financial Services first reported a position in LIT in Q1 2021 and held it in 14 quarters. The position peaked at $116K in Q2 2022. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Stonehage Fleming Financial Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 403 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $17.6K.
  • Stonehage Fleming Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 14 quarters.
  • Stonehage Fleming Financial Services's Global X Lithium & Battery Tech ETF position peaked at $116K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2024, filed 22 Jan 2025.