Aigen Investment Management’s Bank of Montreal BMO Stock Holding History

Aigen Investment Management’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
2025 Q3	–	Sell	-5,616	Closed	-$848K	–	803
2025 Q2	$848K	Buy	+5,616	New	+$566K	0.12%	276
2024 Q4	–	Sell	-3,933	Closed	-$355K	–	743
2024 Q3	$355K	Buy	+3,933	New	+$336K	0.07%	413
2023 Q2	–	Sell	-14,215	Closed	-$1.27M	–	753
2023 Q1	$1.27M	Buy	+14,215	New	+$1.35M	0.17%	143
2022 Q3	–	Sell	-2,696	Closed	-$259K	–	587
2022 Q2	$259K	Sell	2,696 -11,728	-81%	-$1.25M	0.04%	415
2022 Q1	$1.7M	Buy	14,424 +9,334	+183%	+$1.08M	0.29%	97
2021 Q4	$540K	Buy	+5,090	New	+$549K	0.03%	592

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return