Vanguard Personalized Indexing Management’s The Lion Electric Company LEV Stock Holding History

Vanguard Personalized Indexing Management’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
2023 Q3	–	Sell	-47,153	Closed	-$87.2K	–	1558
2023 Q2	$87.2K	Buy	47,153 +1,949	+4%	+$3.94K	﹤0.01%	1403
2023 Q1	$84.1K	Buy	45,204 +1,301	+3%	+$2.94K	﹤0.01%	1409
2022 Q4	$98.3K	Buy	+43,903	New	+$119K	﹤0.01%	1221

Other funds holding LEV

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Richelieu Gestion Paris, France $97.3M AUM 22.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Vanguard Personalized Indexing Management's LEV Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of The Lion Electric Company (LEV) in Q3 2023, closing a stake of 47,153 shares — an estimated $87.2K sold.

Vanguard Personalized Indexing Management first reported a position in LEV in Q4 2022 and held it in 3 quarters. The position peaked at $98.3K in Q4 2022. 92 funds tracked by Wall St. Rank hold LEV as of Q3 2023.

Vanguard Personalized Indexing Management reported no remaining The Lion Electric Company position as of Q3 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 47,153 The Lion Electric Company shares in Q3 2023, an estimated $87.2K.
Vanguard Personalized Indexing Management first reported a position in The Lion Electric Company in Q4 2022 and held it in 3 quarters.
Vanguard Personalized Indexing Management's The Lion Electric Company position peaked at $98.3K in Q4 2022.
92 funds tracked by Wall St. Rank held The Lion Electric Company as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.