UBS Group
LEV

UBS Group’s The Lion Electric Company LEV Stock Holding History

UBS Group’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
2021
Q3 		– Sell
-225,000
Closed -$4.37M – 10226
2021
Q2 		$4.37M Buy
+225,000
New +$4.21M ﹤0.01% 2833

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

UBS Group's LEV Position: Q4 2024 in Review

UBS Group sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 2,718 shares — an estimated $1.85K sold.

UBS Group first reported a position in LEV in Q2 2021 and held it in 14 quarters. The position peaked at $4.76M in Q2 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • UBS Group reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 2,718 The Lion Electric Company shares in Q4 2024, an estimated $1.85K.
  • UBS Group first reported a position in The Lion Electric Company in Q2 2021 and held it in 14 quarters.
  • UBS Group's The Lion Electric Company position peaked at $4.76M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

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