Franklin Resources’s The Lion Electric Company LEV Stock Holding History

Franklin Resources’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	-10,000	Closed	-$7.5K	–	3050
2024 Q3	$7.5K	Hold	10,000	–	–	﹤0.01%	2880
2024 Q2	$9.09K	Hold	10,000	–	–	﹤0.01%	2817
2024 Q1	$14.2K	Hold	10,000	–	–	﹤0.01%	2824
2023 Q4	$17.7K	Hold	10,000	–	–	﹤0.01%	2579
2023 Q3	$19.1K	Hold	10,000	–	–	﹤0.01%	2601
2023 Q2	$18.5K	Hold	10,000	–	–	﹤0.01%	2671
2023 Q1	$18.6K	Hold	10,000	–	–	﹤0.01%	2254
2022 Q4	$22.4K	Hold	10,000	–	–	﹤0.01%	2272
2022 Q3	$29K	Hold	10,000	–	–	﹤0.01%	2240
2022 Q2	$42K	Hold	10,000	–	–	﹤0.01%	2264
2022 Q1	$84K	Hold	10,000	–	–	﹤0.01%	2320
2021 Q4	$99K	Hold	10,000	–	–	﹤0.01%	2341
2021 Q3	$126K	Buy	+10,000	New	+$140K	﹤0.01%	2302

Other funds holding LEV

NAM

NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return

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

Franklin Resources's LEV Position: Q4 2024 in Review

Franklin Resources sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 10,000 shares — an estimated $7.5K sold.

Franklin Resources first reported a position in LEV in Q3 2021 and held it in 13 quarters. The position peaked at $126K in Q3 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

Franklin Resources reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
Franklin Resources sold 10,000 The Lion Electric Company shares in Q4 2024, an estimated $7.5K.
Franklin Resources first reported a position in The Lion Electric Company in Q3 2021 and held it in 13 quarters.
Franklin Resources's The Lion Electric Company position peaked at $126K in Q3 2021.
10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.