Morgan Stanley
ZEV

Morgan Stanley’s Lightning eMotors, Inc. ZEV Stock Holding History

Morgan Stanley’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
-2,256
Closed -$8.12K – 7757
2023
Q2 		$8.12K Sell
2,256
-1,095
-33% -$4.96K ﹤0.01% 6879
2023
Q1 		$19.2K Sell
3,351
-3,945
-54% -$46K ﹤0.01% 6647
2022
Q4 		$53.5K Buy
7,296
+3,209
+79% +$61.5K ﹤0.01% 6261
2022
Q3 		$125K Sell
4,087
-3,461
-46% -$197K ﹤0.01% 5971
2022
Q2 		$418K Buy
7,548
+5,446
+259% +$433K ﹤0.01% 5504
2022
Q1 		$239K Sell
2,102
-941
-31% -$101K ﹤0.01% 5821
2021
Q4 		$366K Sell
3,043
-265
-8% -$40K ﹤0.01% 5732
2021
Q3 		$566K Buy
3,308
+499
+18% +$79.9K ﹤0.01% 5417
2021
Q2 		$467K Sell
2,809
-2,784
-50% -$475K ﹤0.01% 5563
2021
Q1 		$1.19M Buy
5,593
+435
+8% +$117K ﹤0.01% 4609
2020
Q4 		$1.36M Buy
5,158
+5,150
+64,375% +$1.14M ﹤0.01% 4461
2020
Q3 		$2K Buy
+8
New +$1.59K ﹤0.01% 6608

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

Morgan Stanley's ZEV Position: Q3 2023 in Review

Morgan Stanley sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 2,256 shares — an estimated $8.12K sold.

Morgan Stanley first reported a position in ZEV in Q3 2020 and held it in 12 quarters. The position peaked at $1.36M in Q4 2020. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Morgan Stanley reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 2,256 Lightning eMotors, Inc. shares in Q3 2023, an estimated $8.12K.
  • Morgan Stanley first reported a position in Lightning eMotors, Inc. in Q3 2020 and held it in 12 quarters.
  • Morgan Stanley's Lightning eMotors, Inc. position peaked at $1.36M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.