WSFS
LEV

Wilmington Savings Fund Society’s The Lion Electric Company LEV Stock Holding History

Wilmington Savings Fund Society’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
Q4 		– Sell
-195
Closed -$132 – 2172
2024
Q3 		$132 Buy
+195
New +$147 ﹤0.01% 2058

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 $38B AUM 39.14% 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 $409M AUM 30.68% 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

Wilmington Savings Fund Society's LEV Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 195 shares — an estimated $132 sold.

Wilmington Savings Fund Society first reported a position in LEV in Q3 2024 and held it in 1 quarter. The position peaked at $132 in Q3 2024. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 195 The Lion Electric Company shares in Q4 2024, an estimated $132.
  • Wilmington Savings Fund Society first reported a position in The Lion Electric Company in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's The Lion Electric Company position peaked at $132 in Q3 2024.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.