UBS Group
ZEV

UBS Group’s Lightning eMotors, Inc. ZEV Stock Holding History

UBS Group’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
-376
Closed -$1.35K – 10247
2023
Q2 		$1.35K Sell
376
-605
-62% -$2.74K ﹤0.01% 7939
2023
Q1 		$5.61K Buy
981
+608
+163% +$7.09K ﹤0.01% 8012
2022
Q4 		$2.76K Buy
373
+314
+532% +$6.02K ﹤0.01% 9631
2022
Q3 		$2K Sell
59
-12
-17% -$684 ﹤0.01% 9844
2022
Q2 		$4K Sell
71
-160
-69% -$12.7K ﹤0.01% 9199
2022
Q1 		$26K Buy
231
+170
+279% +$18.3K ﹤0.01% 7164
2021
Q4 		$7K Sell
61
-117
-66% -$17.6K ﹤0.01% 9196
2021
Q3 		$30K Buy
178
+143
+409% +$22.9K ﹤0.01% 6767
2021
Q2 		$6K Sell
35
-84
-71% -$14.3K ﹤0.01% 8482
2021
Q1 		$25K Buy
+119
New +$32K ﹤0.01% 7189
2020
Q4 		– Sell
-52
Closed -$10K – 8917
2020
Q3 		$10K Buy
+52
New +$10.3K ﹤0.01% 6881

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

UBS Group's ZEV Position: Q3 2023 in Review

UBS Group sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 376 shares — an estimated $1.35K sold.

UBS Group first reported a position in ZEV in Q3 2020 and held it in 11 quarters. The position peaked at $30K in Q3 2021. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • UBS Group reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 376 Lightning eMotors, Inc. shares in Q3 2023, an estimated $1.35K.
  • UBS Group first reported a position in Lightning eMotors, Inc. in Q3 2020 and held it in 11 quarters.
  • UBS Group's Lightning eMotors, Inc. position peaked at $30K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.