Bank of New York Mellon
ZEV

Bank of New York Mellon’s Lightning eMotors, Inc. ZEV Stock Holding History

Bank of New York Mellon’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
-39,083
Closed -$141K – 4436
2023
Q2 		$141K Sell
39,083
-6,458
-14% -$29.3K ﹤0.01% 4045
2023
Q1 		$261K Hold
45,541
– – ﹤0.01% 3806
2022
Q4 		$334K Buy
45,541
+40,247
+760% +$771K ﹤0.01% 3748
2022
Q3 		$164K Buy
5,294
+933
+21% +$53.2K ﹤0.01% 4090
2022
Q2 		$242K Buy
+4,361
New +$347K ﹤0.01% 3984

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 New York Mellon's ZEV Position: Q3 2023 in Review

Bank of New York Mellon sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 39,083 shares — an estimated $141K sold.

Bank of New York Mellon first reported a position in ZEV in Q2 2022 and held it in 5 quarters. The position peaked at $334K in Q4 2022. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Bank of New York Mellon reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of New York Mellon sold 39,083 Lightning eMotors, Inc. shares in Q3 2023, an estimated $141K.
  • Bank of New York Mellon first reported a position in Lightning eMotors, Inc. in Q2 2022 and held it in 5 quarters.
  • Bank of New York Mellon's Lightning eMotors, Inc. position peaked at $334K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Bank of New York Mellon's 13F filing for Q3 2023, filed 24 Oct 2023.