Bank of Montreal
AAN

Bank of Montreal’s The Aaron's Company Inc AAN Stock Holding History

Bank of Montreal’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-133,669
Closed -$1.5M – 4445
2023
Q4 		$1.5M Buy
+133,669
New +$1.24M ﹤0.01% 1839
2022
Q1 		– Sell
-8,380
Closed -$205K – 4320
2021
Q4 		$205K Sell
8,380
-2,554
-23% -$65.3K ﹤0.01% 2950
2021
Q3 		$312K Sell
10,934
-824
-7% -$23.2K ﹤0.01% 3117
2021
Q2 		$386K Buy
11,758
+1,005
+9% +$31.7K ﹤0.01% 2964
2021
Q1 		$268K Sell
10,753
-36,212
-77% -$794K ﹤0.01% 2984
2020
Q4 		$963K Buy
+46,965
New +$865K ﹤0.01% 2273

Other funds holding AAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of Montreal's AAN Position: Q1 2024 in Review

Bank of Montreal sold out of The Aaron's Company Inc (AAN) in Q1 2024, closing a stake of 133,669 shares — an estimated $1.5M sold.

Bank of Montreal first reported a position in AAN in Q4 2020 and held it in 6 quarters. The position peaked at $1.5M in Q4 2023. 153 funds tracked by Wall St. Rank hold AAN as of Q1 2024.

  • Bank of Montreal reported no remaining The Aaron's Company Inc position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 133,669 The Aaron's Company Inc shares in Q1 2024, an estimated $1.5M.
  • Bank of Montreal first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 6 quarters.
  • Bank of Montreal's The Aaron's Company Inc position peaked at $1.5M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.