Aperio Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $26.5M | Buy |
348,653
+255
| +0.1% | +$17.5K | 0.08% | 249 |
|
|
2020
Q3 | $20.4M | Buy |
348,398
+18,343
| +6% | +$1.06M | 0.07% | 268 |
|
|
2020
Q2 | $17.5M | Buy |
330,055
+68,829
| +26% | +$3.51M | 0.06% | 289 |
|
|
2020
Q1 | $13.1M | Sell |
261,226
-106,167
| -29% | -$7.2M | 0.06% | 333 |
|
|
2019
Q4 | $28.5M | Buy |
367,393
+45,572
| +14% | +$3.43M | 0.1% | 212 |
|
|
2019
Q3 | $23.7M | Sell |
321,821
-7,048
| -2% | -$514K | 0.09% | 243 |
|
|
2019
Q2 | $24.8M | Sell |
328,869
-25,375
| -7% | -$1.94M | 0.1% | 227 |
|
|
2019
Q1 | $26.5M | Buy |
354,244
+7,881
| +2% | +$583K | 0.11% | 199 |
|
|
2018
Q4 | $22.6M | Sell |
346,363
-72,276
| -17% | -$5.36M | 0.11% | 205 |
|
|
2018
Q3 | $34.5M | Buy |
418,639
+13,866
| +3% | +$1.12M | 0.15% | 147 |
|
|
2018
Q2 | $31.3M | Sell |
404,773
-23,188
| -5% | -$1.79M | 0.15% | 156 |
|
|
2018
Q1 | $32.3M | Buy |
427,961
+17,261
| +4% | +$1.36M | 0.16% | 146 |
|
|
2017
Q4 | $32.9M | Buy |
410,700
+7,356
| +2% | +$574K | 0.17% | 137 |
|
|
2017
Q3 | $30.5M | Buy |
403,344
+9,170
| +2% | +$684K | 0.17% | 130 |
|
|
2017
Q2 | $28.9M | Buy |
394,174
+19,472
| +5% | +$1.38M | 0.18% | 128 |
|
|
2017
Q1 | $28M | Buy |
374,702
+63,151
| +20% | +$4.77M | 0.19% | 116 |
|
|
2016
Q4 | $22.4M | Sell |
311,551
-193,757
| -38% | -$12.9M | 0.17% | 132 |
|
|
2016
Q3 | $33.1M | Buy |
505,308
+3,410
| +0.7% | +$222K | 0.24% | 92 |
|
|
2016
Q2 | $31.8M | Buy |
501,898
+82,889
| +20% | +$5.25M | 0.25% | 94 |
|
|
2016
Q1 | $25.4M | Sell |
419,009
-24,397
| -6% | -$1.34M | 0.22% | 110 |
|
|
2015
Q4 | $25M | Buy |
443,406
+69,034
| +18% | +$3.97M | 0.23% | 100 |
|
|
2015
Q3 | $20.4M | Sell |
374,372
-27,572
| -7% | -$1.51M | 0.21% | 117 |
|
|
2015
Q2 | $23.8M | Buy |
401,944
+97,886
| +32% | +$6.14M | 0.25% | 89 |
|
|
2015
Q1 | $18.2M | Buy |
304,058
+92,077
| +43% | +$5.71M | 0.2% | 115 |
|
|
2014
Q4 | $15M | Sell |
211,981
-2,761
| -1% | -$198K | 0.18% | 128 |
|
|
2014
Q3 | $15.8M | Buy |
214,742
+4,894
| +2% | +$368K | 0.21% | 110 |
|
|
2014
Q2 | $15.4M | Buy |
209,848
+12,066
| +6% | +$841K | 0.22% | 105 |
|
|
2014
Q1 | $13.3M | Buy |
+197,782
| New | +$12.8M | 0.19% | 119 |
|
|
2013
Q4 | – | Sell |
-135,647
| Closed | -$9.23M | – | 145 |
|
|
2013
Q3 | $9.06M | Buy |
135,647
+35,213
| +35% | +$2.21M | 0.17% | 129 |
|
|
2013
Q2 | $5.83M | Buy |
+100,434
| New | +$6.08M | 0.14% | 163 |
|
Other funds holding BMO
Aperio Group's BMO Position: Q4 2020 in Review
Aperio Group increased its Bank of Montreal (BMO) stake by 0.07% in Q4 2020, buying an estimated $17.5K and bringing the position to 348,653 shares worth $26.5M. The position accounts for 0.08% of the portfolio, ranked #249.
Aperio Group first reported a position in BMO in Q2 2013 and has held it in 30 quarters since. The position peaked at $34.5M in Q3 2018. 400 funds tracked by Wall St. Rank hold BMO as of Q4 2020.
- Aperio Group held 348,653 shares of Bank of Montreal worth $26.5M as of Q4 2020.
- Aperio Group bought 255 Bank of Montreal shares in Q4 2020, an estimated $17.5K.
- Bank of Montreal made up 0.08% of Aperio Group's portfolio in Q4 2020, its #249 holding.
- Aperio Group first reported a position in Bank of Montreal in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Bank of Montreal position peaked at $34.5M in Q3 2018.
- 400 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.