GRIM
ZEV

Greenhaven Road Investment Management’s Lightning eMotors, Inc. ZEV Stock Holding History

Greenhaven Road Investment Management’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
-412,577
Closed -$105K – 34
2023
Q2 		$105K Buy
412,577
+391,948
+1,900% +$1.78M 0.01% 25
2023
Q1 		$124K Hold
20,629
– – 0.01% 27
2022
Q4 		$151K Hold
20,629
– – 0.1% 18
2022
Q3 		$639K Hold
20,629
– – 0.38% 16
2022
Q2 		$1.14M Buy
+20,629
New +$1.64M 0.59% 16
2021
Q4 		– Sell
-4,116
Closed -$704K – 53
2021
Q3 		$704K Buy
+4,116
New +$659K 0.14% 28

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

Greenhaven Road Investment Management's ZEV Position: Q3 2023 in Review

Greenhaven Road Investment Management sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 412,577 shares — an estimated $105K sold.

Greenhaven Road Investment Management first reported a position in ZEV in Q3 2021 and held it in 6 quarters. The position peaked at $1.14M in Q2 2022. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Greenhaven Road Investment Management reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Greenhaven Road Investment Management sold 412,577 Lightning eMotors, Inc. shares in Q3 2023, an estimated $105K.
  • Greenhaven Road Investment Management first reported a position in Lightning eMotors, Inc. in Q3 2021 and held it in 6 quarters.
  • Greenhaven Road Investment Management's Lightning eMotors, Inc. position peaked at $1.14M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Greenhaven Road Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.