Bank of Montreal
LEV

Bank of Montreal’s The Lion Electric Company LEV Stock Holding History

Bank of Montreal’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-410,735
Closed -$277K – 4026
2024
Q3 		$277K Sell
410,735
-2,742
-0.7% -$2.07K ﹤0.01% 2828
2024
Q2 		$384K Sell
413,477
-104,671
-20% -$111K ﹤0.01% 2583
2024
Q1 		$762K Buy
518,148
+31,897
+7% +$51.6K ﹤0.01% 2163
2023
Q4 		$875K Sell
486,251
-58,350
-11% -$102K ﹤0.01% 2126
2023
Q3 		$1.17M Sell
544,601
-3,184
-0.6% -$6.92K ﹤0.01% 1967
2023
Q2 		$1.08M Buy
547,785
+14,402
+3% +$29.1K ﹤0.01% 2146
2023
Q1 		$1.01M Buy
533,383
+32,033
+6% +$72.4K ﹤0.01% 2042
2022
Q4 		$1.13M Sell
501,350
-39,767
-7% -$108K ﹤0.01% 2110
2022
Q3 		$1.62M Sell
541,117
-9,821
-2% -$42K ﹤0.01% 1941
2022
Q2 		$3.03M Sell
550,938
-239,215
-30% -$1.4M ﹤0.01% 1686
2022
Q1 		$6.92M Sell
790,153
-208,709
-21% -$1.77M ﹤0.01% 1339
2021
Q4 		$9.81M Buy
998,862
+308,683
+45% +$3.48M 0.01% 967
2021
Q3 		$8.63M Buy
690,179
+266,628
+63% +$3.72M ﹤0.01% 1377
2021
Q2 		$8.47M Buy
+423,551
New +$7.93M ﹤0.01% 1357

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $243M AUM 86.06% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Bank of Montreal's LEV Position: Q4 2024 in Review

Bank of Montreal sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 410,735 shares — an estimated $277K sold.

Bank of Montreal first reported a position in LEV in Q2 2021 and held it in 14 quarters. The position peaked at $9.81M in Q4 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Bank of Montreal reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 410,735 The Lion Electric Company shares in Q4 2024, an estimated $277K.
  • Bank of Montreal first reported a position in The Lion Electric Company in Q2 2021 and held it in 14 quarters.
  • Bank of Montreal's The Lion Electric Company position peaked at $9.81M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.