Bank of Montreal
AERT

Bank of Montreal’s Aeries Technology AERT Stock Holding History

Bank of Montreal’s Portfolio AERT Stock Details AERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,938
Closed -$321K – 3765
2022
Q4 		$321K Sell
3,938
-1,355
-26% -$109K ﹤0.01% 2871
2022
Q3 		$423 Buy
5,293
+1,561
+42% +$124K ﹤0.01% 2685
2022
Q2 		$298 Buy
+3,732
New +$294K ﹤0.01% 3009

Other funds holding AERT

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's AERT Position: Q1 2023 in Review

Bank of Montreal sold out of Aeries Technology (AERT) in Q1 2023, closing a stake of 3,938 shares — an estimated $321K sold.

Bank of Montreal first reported a position in AERT in Q2 2022 and held it in 3 quarters. The position peaked at $321K in Q4 2022. 47 funds tracked by Wall St. Rank hold AERT as of Q1 2023.

  • Bank of Montreal reported no remaining Aeries Technology position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 3,938 Aeries Technology shares in Q1 2023, an estimated $321K.
  • Bank of Montreal first reported a position in Aeries Technology in Q2 2022 and held it in 3 quarters.
  • Bank of Montreal's Aeries Technology position peaked at $321K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Aeries Technology as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.