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
Q1 		– Sell
-605
Closed -$4.59K – 4369
2022
Q4 		$4.59K Hold
605
– – ﹤0.01% 3843
2022
Q3 		$31 Hold
605
– – ﹤0.01% 3732
2022
Q2 		$44 Hold
605
– – ﹤0.01% 3661
2022
Q1 		$70K Buy
+605
New +$65.1K ﹤0.01% 3733
2021
Q2 		– Sell
-20
Closed -$4K – 5215
2021
Q1 		$4K Buy
+20
New +$5.38K ﹤0.01% 4779

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 22.89% 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.