Zimmermann Investment Management & Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-10,292	Closed	-$466K	–	141
2024 Q1	$466K	Sell	10,292 -62,694	-86%	-$2.79M	0.17%	87
2023 Q4	$3.72M	Sell	72,986 -4,973	-6%	-$247K	1.52%	25
2023 Q3	$4.3M	Buy	77,959 +3,308	+4%	+$202K	2.06%	15
2023 Q2	$4.85M	Buy	74,651 +127	+0.2%	+$7.92K	2.26%	11
2023 Q1	$4.74M	Sell	74,524 -3,964	-5%	-$256K	2.47%	10
2022 Q4	$4.6M	Buy	78,488 +3,830	+5%	+$256K	2.65%	14
2022 Q3	$4.93M	Sell	74,658 -3	-0%	-$223	3.07%	12
2022 Q2	$5.42M	Buy	74,661 +2,638	+4%	+$188K	3.72%	8
2022 Q1	$5.54M	Buy	72,023 +1,172	+2%	+$89.7K	3.29%	7
2021 Q4	$5.98M	Buy	+70,851	New	+$6.28M	3.36%	6

Other funds holding LIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Zimmermann Investment Management & Planning's LIT Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 10,292 shares — an estimated $466K sold.

Zimmermann Investment Management & Planning first reported a position in LIT in Q4 2021 and held it in 10 quarters. The position peaked at $5.98M in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Zimmermann Investment Management & Planning reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 10,292 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $466K.
Zimmermann Investment Management & Planning first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 10 quarters.
Zimmermann Investment Management & Planning's Global X Lithium & Battery Tech ETF position peaked at $5.98M in Q4 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.