Morgan Stanley
LEV

Morgan Stanley’s The Lion Electric Company LEV Stock Holding History

Morgan Stanley’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
-45,257
Closed -$30.7K – 8171
2024
Q3 		$30.7K Sell
45,257
-46,431
-51% -$35K ﹤0.01% 6360
2024
Q2 		$83.3K Buy
91,688
+27,190
+42% +$28.8K ﹤0.01% 6024
2024
Q1 		$91.6K Sell
64,498
-50,980
-44% -$82.4K ﹤0.01% 6026
2023
Q4 		$204K Buy
115,478
+72,131
+166% +$125K ﹤0.01% 5936
2023
Q3 		$82.8K Sell
43,347
-5,496
-11% -$11.9K ﹤0.01% 5973
2023
Q2 		$90.4K Buy
48,843
+1,382
+3% +$2.79K ﹤0.01% 5996
2023
Q1 		$88.3K Sell
47,461
-29,025
-38% -$65.6K ﹤0.01% 6058
2022
Q4 		$171K Sell
76,486
-52,248
-41% -$141K ﹤0.01% 5734
2022
Q3 		$368K Sell
128,734
-112,481
-47% -$481K ﹤0.01% 5426
2022
Q2 		$1.01M Sell
241,215
-147,250
-38% -$864K ﹤0.01% 5006
2022
Q1 		$3.26M Buy
388,465
+340,210
+705% +$2.89M ﹤0.01% 4118
2021
Q4 		$481K Sell
48,255
-116,603
-71% -$1.31M ﹤0.01% 5571
2021
Q3 		$2.08M Sell
164,858
-87,666
-35% -$1.22M ﹤0.01% 4537
2021
Q2 		$4.91M Buy
+252,524
New +$4.73M ﹤0.01% 3794

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
XT
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
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
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
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

Morgan Stanley's LEV Position: Q4 2024 in Review

Morgan Stanley sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 45,257 shares — an estimated $30.7K sold.

Morgan Stanley first reported a position in LEV in Q2 2021 and held it in 14 quarters. The position peaked at $4.91M in Q2 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Morgan Stanley reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 45,257 The Lion Electric Company shares in Q4 2024, an estimated $30.7K.
  • Morgan Stanley first reported a position in The Lion Electric Company in Q2 2021 and held it in 14 quarters.
  • Morgan Stanley's The Lion Electric Company position peaked at $4.91M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.