Stifel Financial’s Lightning eMotors, Inc. ZEV Stock Holding History

Stifel Financial’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 Q1	–	Sell	-1,458	Closed	-$10.7K	–	3446
2022 Q4	$10.7K	Buy	1,458 +25	+2%	+$479	﹤0.01%	3269
2022 Q3	$44K	Buy	1,433 +488	+52%	+$27.8K	﹤0.01%	3192
2022 Q2	$52K	Sell	945 -91	-9%	-$7.24K	﹤0.01%	3228
2022 Q1	$118K	Buy	1,036 +3	+0.3%	+$323	﹤0.01%	3242
2021 Q4	$124K	Buy	1,033 +3	+0.3%	+$452	﹤0.01%	3240
2021 Q3	$176K	Sell	1,030 -252	-20%	-$40.4K	﹤0.01%	3153
2021 Q2	$213K	Buy	1,282 +49	+4%	+$8.37K	﹤0.01%	3113
2021 Q1	$263K	Buy	1,233 +733	+147%	+$197K	﹤0.01%	2866
2020 Q4	$132K	Buy	+500	New	+$111K	﹤0.01%	2908

Other funds holding ZEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's ZEV Position: Q1 2023 in Review

Stifel Financial sold out of Lightning eMotors, Inc. (ZEV) in Q1 2023, closing a stake of 1,458 shares — an estimated $10.7K sold.

Stifel Financial first reported a position in ZEV in Q4 2020 and held it in 9 quarters. The position peaked at $263K in Q1 2021. 62 funds tracked by Wall St. Rank hold ZEV as of Q1 2023.

Stifel Financial reported no remaining Lightning eMotors, Inc. position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 1,458 Lightning eMotors, Inc. shares in Q1 2023, an estimated $10.7K.
Stifel Financial first reported a position in Lightning eMotors, Inc. in Q4 2020 and held it in 9 quarters.
Stifel Financial's Lightning eMotors, Inc. position peaked at $263K in Q1 2021.
62 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.