WIM
LITS

Wittenberg Investment Management’s Lite Strategy Inc LITS Stock Holding History

Wittenberg Investment Management’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,600
Closed -$16.5K – 89
2023
Q1 		$16.5K Buy
+3,600
New +$20.1K 0.01% 87
2018
Q2 		– Sell
-3,420
Closed -$142K – 79
2018
Q1 		$142K Buy
3,420
+900
+36% +$39.2K 0.06% 75
2017
Q4 		$106K Hold
2,520
– – 0.05% 75
2017
Q3 		$135K Buy
+2,520
New +$140K 0.06% 77

Other funds holding LITS

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wittenberg Investment Management's LITS Position: Q2 2023 in Review

Wittenberg Investment Management sold out of Lite Strategy Inc (LITS) in Q2 2023, closing a stake of 3,600 shares — an estimated $16.5K sold.

Wittenberg Investment Management first reported a position in LITS in Q3 2017 and held it in 4 quarters. The position peaked at $142K in Q1 2018. 29 funds tracked by Wall St. Rank hold LITS as of Q2 2023.

  • Wittenberg Investment Management reported no remaining Lite Strategy Inc position as of Q2 2023 after selling out during the quarter.
  • Wittenberg Investment Management sold 3,600 Lite Strategy Inc shares in Q2 2023, an estimated $16.5K.
  • Wittenberg Investment Management first reported a position in Lite Strategy Inc in Q3 2017 and held it in 4 quarters.
  • Wittenberg Investment Management's Lite Strategy Inc position peaked at $142K in Q1 2018.
  • 29 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2023.

Based on Wittenberg Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.