Bank of Montreal
ZEV

Bank of Montreal’s Lightning eMotors, Inc. ZEV Stock Holding History

Bank of Montreal’s Portfolio ZEV Stock Details ZEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-36,046
Closed -$142K – 4385
2023
Q2 		$142K Sell
36,046
-80
-0.2% -$363 ﹤0.01% 3346
2023
Q1 		$208K Buy
36,126
+34,963
+3,006% +$408K ﹤0.01% 2993
2022
Q4 		$8.82K Hold
1,163
– – ﹤0.01% 3788
2022
Q3 		$59K Sell
1,163
-14
-1% -$798 ﹤0.01% 3594
2022
Q2 		$86K Buy
1,177
+14
+1% +$1.11K ﹤0.01% 3493
2022
Q1 		$135K Hold
1,163
– – ﹤0.01% 3585
2021
Q4 		$142K Buy
+1,163
New +$175K ﹤0.01% 3045
2021
Q2 		– Sell
-20
Closed -$4K – 5214
2021
Q1 		$4K Buy
+20
New +$5.38K ﹤0.01% 4778
2020
Q4 		– Sell
-27,500
Closed -$5.49M – 5168
2020
Q3 		$5.49M Buy
+27,500
New +$5.46M ﹤0.01% 1146

Other funds holding ZEV

CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Bank of Montreal's ZEV Position: Q3 2023 in Review

Bank of Montreal sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 36,046 shares — an estimated $142K sold.

Bank of Montreal first reported a position in ZEV in Q3 2020 and held it in 9 quarters. The position peaked at $5.49M in Q3 2020. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Bank of Montreal reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 36,046 Lightning eMotors, Inc. shares in Q3 2023, an estimated $142K.
  • Bank of Montreal first reported a position in Lightning eMotors, Inc. in Q3 2020 and held it in 9 quarters.
  • Bank of Montreal's Lightning eMotors, Inc. position peaked at $5.49M in Q3 2020.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.