Global Retirement Partners’s The Lion Electric Company LEV Stock Holding History

Global Retirement Partners’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
2023 Q3	–	Sell	-1,550	Closed	-$2.87K	–	3350
2023 Q2	$2.87K	Sell	1,550 -350	-18%	-$707	﹤0.01%	2407
2023 Q1	$4.2K	Sell	1,900 -1,700	-47%	-$3.84K	﹤0.01%	2228
2022 Q4	$8.06K	Hold	3,600	–	–	﹤0.01%	1856
2022 Q3	$11K	Hold	3,600	–	–	﹤0.01%	1667
2022 Q2	$15K	Hold	3,600	–	–	﹤0.01%	1475
2022 Q1	$19K	Buy	+3,600	New	+$30.6K	﹤0.01%	1374
2021 Q4	–	Sell	-11,503	Closed	-$145K	–	1899
2021 Q3	$145K	Buy	+11,503	New	+$161K	0.01%	552

Other funds holding LEV

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Richelieu Gestion Paris, France $97.3M AUM 22.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

TWC

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

Global Retirement Partners's LEV Position: Q3 2023 in Review

Global Retirement Partners sold out of The Lion Electric Company (LEV) in Q3 2023, closing a stake of 1,550 shares — an estimated $2.87K sold.

Global Retirement Partners first reported a position in LEV in Q3 2021 and held it in 7 quarters. The position peaked at $145K in Q3 2021. 92 funds tracked by Wall St. Rank hold LEV as of Q3 2023.

Global Retirement Partners reported no remaining The Lion Electric Company position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 1,550 The Lion Electric Company shares in Q3 2023, an estimated $2.87K.
Global Retirement Partners first reported a position in The Lion Electric Company in Q3 2021 and held it in 7 quarters.
Global Retirement Partners's The Lion Electric Company position peaked at $145K in Q3 2021.
92 funds tracked by Wall St. Rank held The Lion Electric Company as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.