WT
LEV

Whittier Trust’s The Lion Electric Company LEV Stock Holding History

Whittier Trust’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
2024
Q1 		– Sell
-300
Closed -$528 – 1572
2023
Q4 		$528 Hold
300
– – ﹤0.01% 1472
2023
Q3 		$570 Hold
300
– – ﹤0.01% 1562
2023
Q2 		$552 Hold
300
– – ﹤0.01% 1510
2023
Q1 		$555 Hold
300
– – ﹤0.01% 1552
2022
Q4 		$672 Hold
300
– – ﹤0.01% 1566
2022
Q3 		$1K Hold
300
– – ﹤0.01% 1650
2022
Q2 		$1K Hold
300
– – ﹤0.01% 1658
2022
Q1 		$3K Buy
+300
New +$2.55K ﹤0.01% 1547

Other funds holding LEV

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
Invesco
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
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RG
Richelieu Gestion Paris, France $97.3M AUM 22.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Whittier Trust's LEV Position: Q1 2024 in Review

Whittier Trust sold out of The Lion Electric Company (LEV) in Q1 2024, closing a stake of 300 shares — an estimated $528 sold.

Whittier Trust first reported a position in LEV in Q1 2022 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 71 funds tracked by Wall St. Rank hold LEV as of Q1 2024.

  • Whittier Trust reported no remaining The Lion Electric Company position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 300 The Lion Electric Company shares in Q1 2024, an estimated $528.
  • Whittier Trust first reported a position in The Lion Electric Company in Q1 2022 and held it in 8 quarters.
  • Whittier Trust's The Lion Electric Company position peaked at $3K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held The Lion Electric Company as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.