Mackenzie Financial’s The Lion Electric Company LEV Stock Holding History

Mackenzie Financial’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 Q4	–	Sell	-42,077	Closed	-$73.7K	–	1599
2023 Q3	$73.7K	Buy	42,077 +692	+2%	+$1.5K	﹤0.01%	1380
2023 Q2	$76.5K	Buy	41,385 +4,852	+13%	+$9.8K	﹤0.01%	1426
2023 Q1	$68.1K	Sell	36,533 -31,736	-46%	-$71.7K	﹤0.01%	1423
2022 Q4	$153K	Buy	68,269 +760	+1%	+$2.06K	﹤0.01%	1288
2022 Q3	$191K	Buy	67,509 +1,450	+2%	+$6.21K	﹤0.01%	1256
2022 Q2	$278K	Buy	66,059 +23,286	+54%	+$137K	﹤0.01%	1128
2022 Q1	$360K	Buy	42,773 +14,377	+51%	+$122K	﹤0.01%	1061
2021 Q4	$281K	Buy	28,396 +14,479	+104%	+$163K	﹤0.01%	1168
2021 Q3	$176K	Buy	+13,917	New	+$194K	﹤0.01%	1338

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

TWC

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mackenzie Financial's LEV Position: Q4 2023 in Review

Mackenzie Financial sold out of The Lion Electric Company (LEV) in Q4 2023, closing a stake of 42,077 shares — an estimated $73.7K sold.

Mackenzie Financial first reported a position in LEV in Q3 2021 and held it in 9 quarters. The position peaked at $360K in Q1 2022. 89 funds tracked by Wall St. Rank hold LEV as of Q4 2023.

Mackenzie Financial reported no remaining The Lion Electric Company position as of Q4 2023 after selling out during the quarter.
Mackenzie Financial sold 42,077 The Lion Electric Company shares in Q4 2023, an estimated $73.7K.
Mackenzie Financial first reported a position in The Lion Electric Company in Q3 2021 and held it in 9 quarters.
Mackenzie Financial's The Lion Electric Company position peaked at $360K in Q1 2022.
89 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.