U.S. Global Investors (USGI)’s Piedmont Lithium PLL Stock Holding History

U.S. Global Investors (USGI)’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 Q4	–	Sell	-7,500	Closed	-$298K	–	165
2023 Q3	$298K	Hold	7,500	–	–	0.02%	82
2023 Q2	$433K	Hold	7,500	–	–	0.03%	81
2023 Q1	$450K	Sell	7,500 -2,500	-25%	-$152K	0.03%	77
2022 Q4	$440K	Hold	10,000	–	–	0.03%	81
2022 Q3	$535K	Sell	10,000 -2,500	-20%	-$129K	0.03%	75
2022 Q2	$455K	Buy	+12,500	New	+$740K	0.02%	81
2022 Q1	–	Sell	-12,500	Closed	-$656K	–	159
2021 Q4	$656K	Hold	12,500	–	–	0.02%	86
2021 Q3	$681K	Hold	12,500	–	–	0.02%	89
2021 Q2	$977K	Buy	+12,500	New	+$848K	0.03%	70

Other funds holding PLL

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

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

U.S. Global Investors (USGI)'s PLL Position: Q4 2023 in Review

U.S. Global Investors (USGI) sold out of Piedmont Lithium (PLL) in Q4 2023, closing a stake of 7,500 shares — an estimated $298K sold.

U.S. Global Investors (USGI) first reported a position in PLL in Q2 2021 and held it in 9 quarters. The position peaked at $977K in Q2 2021. 152 funds tracked by Wall St. Rank hold PLL as of Q4 2023.

U.S. Global Investors (USGI) reported no remaining Piedmont Lithium position as of Q4 2023 after selling out during the quarter.
U.S. Global Investors (USGI) sold 7,500 Piedmont Lithium shares in Q4 2023, an estimated $298K.
U.S. Global Investors (USGI) first reported a position in Piedmont Lithium in Q2 2021 and held it in 9 quarters.
U.S. Global Investors (USGI)'s Piedmont Lithium position peaked at $977K in Q2 2021.
152 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2023.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2023, filed 23 Jan 2024.