UAS
ZEV

United Asset Strategies’s Lightning eMotors, Inc. ZEV Stock Holding History

United Asset Strategies’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
2022
Q4 		– Sell
-650
Closed -$20K – 241
2022
Q3 		$20K Buy
+650
New +$37.1K ﹤0.01% 203

Other funds holding ZEV

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

United Asset Strategies's ZEV Position: Q4 2022 in Review

United Asset Strategies sold out of Lightning eMotors, Inc. (ZEV) in Q4 2022, closing a stake of 650 shares — an estimated $20K sold.

United Asset Strategies first reported a position in ZEV in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 79 funds tracked by Wall St. Rank hold ZEV as of Q4 2022.

  • United Asset Strategies reported no remaining Lightning eMotors, Inc. position as of Q4 2022 after selling out during the quarter.
  • United Asset Strategies sold 650 Lightning eMotors, Inc. shares in Q4 2022, an estimated $20K.
  • United Asset Strategies first reported a position in Lightning eMotors, Inc. in Q3 2022 and held it in 1 quarter.
  • United Asset Strategies's Lightning eMotors, Inc. position peaked at $20K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q4 2022.

Based on United Asset Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.