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AGF Investments Inc’s Bank of Montreal BMO Stock Holding History

AGF Investments Inc’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$124M Sell
1,415,864
-120,110
-8% -$11.6M 1.17% 22
2022
Q2 		$148M Buy
1,535,974
+61,331
+4% +$6.52M 1.31% 16
2022
Q1 		$174M Buy
1,474,643
+40,373
+3% +$4.68M 1.3% 16
2021
Q4 		$154M Buy
1,434,270
+274,316
+24% +$29.6M 1.11% 18
2021
Q3 		$116M Buy
1,159,954
+354,609
+44% +$35.7M 0.89% 29
2021
Q2 		$82.5M Sell
805,345
-124,548
-13% -$12.3M 0.62% 53
2021
Q1 		$82.9M Buy
929,893
+192,025
+26% +$15.7M 0.66% 49
2020
Q4 		$56.1M Sell
737,868
-328,007
-31% -$22.4M 0.48% 81
2020
Q3 		$62.3M Buy
1,065,875
+96,450
+10% +$5.58M 0.63% 48
2020
Q2 		$51.6M Sell
969,425
-9,846
-1% -$502K 0.54% 64
2020
Q1 		$49.4M Buy
979,271
+586,852
+150% +$39.8M 0.6% 60
2019
Q4 		$30.4M Hold
392,419
– – 0.37% 90
2019
Q3 		$28.9M Buy
392,419
+17,717
+5% +$1.29M 0.36% 91
2019
Q2 		$28.3M Sell
374,702
-2,841
-0.8% -$217K 0.34% 94
2019
Q1 		$28.2M Sell
377,543
-5,023
-1% -$371K 0.32% 96
2018
Q4 		$25M Sell
382,566
-1,899
-0.5% -$141K 0.3% 106
2018
Q3 		$31.7M Sell
384,465
-42,912
-10% -$3.45M 0.32% 99
2018
Q2 		$33M Sell
427,377
-297,908
-41% -$22.9M 0.34% 96
2018
Q1 		$54.8M Sell
725,285
-445,240
-38% -$35M 0.59% 55
2017
Q4 		$93.7M Buy
1,170,525
+382,363
+49% +$29.8M 0.91% 27
2017
Q3 		$59.6M Sell
788,162
-63,988
-8% -$4.77M 0.65% 57
2017
Q2 		$62.6M Sell
852,150
-147,823
-15% -$10.5M 0.72% 48
2017
Q1 		$74.6M Sell
999,973
-234,715
-19% -$17.7M 0.81% 37
2016
Q4 		$88.7M Buy
1,234,688
+219,960
+22% +$14.7M 1.02% 22
2016
Q3 		$66.5M Buy
1,014,728
+87,155
+9% +$5.66M 0.74% 44
2016
Q2 		$58.8M Buy
927,573
+357,779
+63% +$22.7M 0.66% 58
2016
Q1 		$34.6M Sell
569,794
-121,405
-18% -$6.65M 0.42% 85
2015
Q4 		$39M Sell
691,199
-338,049
-33% -$19.4M 0.48% 76
2015
Q3 		$56.3M Buy
1,029,248
+677,696
+193% +$37.2M 0.71% 51
2015
Q2 		$20.8M Buy
351,552
+247,933
+239% +$15.6M 0.23% 130
2015
Q1 		$6.2M Sell
103,619
-209,650
-67% -$13M 0.07% 210
2014
Q4 		$22.2M Buy
313,269
+27,000
+9% +$1.93M 0.24% 122
2014
Q3 		$21.1M Buy
286,269
+106,950
+60% +$8.04M 0.22% 135
2014
Q2 		$13.2M Sell
179,319
-113,587
-39% -$7.92M 0.13% 174
2014
Q1 		$19.6M Sell
292,906
-147,150
-33% -$9.56M 0.2% 142
2013
Q4 		$29.3M Sell
440,056
-153,400
-26% -$10.4M 0.3% 104
2013
Q3 		$39.6M Buy
593,456
+261,639
+79% +$16.4M 0.45% 74
2013
Q2 		$19.2M Buy
+331,817
New +$20.1M 0.22% 131

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AGF Investments Inc's BMO Position: Q3 2022 in Review

AGF Investments Inc reduced its Bank of Montreal (BMO) stake by 7.8% in Q3 2022, selling an estimated $11.6M and leaving 1,415,864 shares worth $124M. The position accounts for 1.17% of the portfolio, ranked #22.

AGF Investments Inc first reported a position in BMO in Q2 2013 and has held it in 38 quarters since. The position peaked at $174M in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • AGF Investments Inc held 1,415,864 shares of Bank of Montreal worth $124M as of Q3 2022.
  • AGF Investments Inc sold 120,110 Bank of Montreal shares in Q3 2022, an estimated $11.6M.
  • Bank of Montreal made up 1.17% of AGF Investments Inc's portfolio in Q3 2022, its #22 holding.
  • AGF Investments Inc first reported a position in Bank of Montreal in Q2 2013 and has held it in 38 quarters since.
  • AGF Investments Inc's Bank of Montreal position peaked at $174M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.