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

Artemis 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
2022
Q4 		– Sell
-26,802
Closed -$2.36M – 228
2022
Q3 		$2.36M Sell
26,802
-21,631
-45% -$2.09M 0.03% 197
2022
Q2 		$4.66M Buy
48,433
+19,086
+65% +$2.03M 0.05% 191
2022
Q1 		$3.46M Buy
+29,347
New +$3.4M 0.03% 225

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Artemis Investment Management's BMO Position: Q4 2022 in Review

Artemis Investment Management sold out of Bank of Montreal (BMO) in Q4 2022, closing a stake of 26,802 shares — an estimated $2.36M sold.

Artemis Investment Management first reported a position in BMO in Q1 2022 and held it in 3 quarters. The position peaked at $4.66M in Q2 2022. 478 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

  • Artemis Investment Management reported no remaining Bank of Montreal position as of Q4 2022 after selling out during the quarter.
  • Artemis Investment Management sold 26,802 Bank of Montreal shares in Q4 2022, an estimated $2.36M.
  • Artemis Investment Management first reported a position in Bank of Montreal in Q1 2022 and held it in 3 quarters.
  • Artemis Investment Management's Bank of Montreal position peaked at $4.66M in Q2 2022.
  • 478 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Artemis Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.