ZIM
LITS

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

Zacks 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
2022
Q4 		– Sell
-5,491
Closed -$42K – 640
2022
Q3 		$42K Buy
+5,491
New +$56.7K ﹤0.01% 564
2019
Q1 		– Sell
-964
Closed -$51K – 575
2018
Q4 		$51K Buy
+964
New +$59.4K ﹤0.01% 492

Other funds holding LITS

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Zacks Investment Management's LITS Position: Q4 2022 in Review

Zacks Investment Management sold out of Lite Strategy Inc (LITS) in Q4 2022, closing a stake of 5,491 shares — an estimated $42K sold.

Zacks Investment Management first reported a position in LITS in Q4 2018 and held it in 2 quarters. The position peaked at $51K in Q4 2018. 51 funds tracked by Wall St. Rank hold LITS as of Q4 2022.

  • Zacks Investment Management reported no remaining Lite Strategy Inc position as of Q4 2022 after selling out during the quarter.
  • Zacks Investment Management sold 5,491 Lite Strategy Inc shares in Q4 2022, an estimated $42K.
  • Zacks Investment Management first reported a position in Lite Strategy Inc in Q4 2018 and held it in 2 quarters.
  • Zacks Investment Management's Lite Strategy Inc position peaked at $51K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.