Bank of Montreal’s Arteris AIP Stock Holding History

Bank of Montreal’s Portfolio AIP Stock Details AIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15,933	Closed	-$120K	–	3831
2024 Q2	$120K	Sell	15,933 -14,057	-47%	-$107K	﹤0.01%	3184
2024 Q1	$234K	Buy	+29,990	New	+$193K	﹤0.01%	2945

Other funds holding AIP

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's AIP Position: Q3 2024 in Review

Bank of Montreal sold out of Arteris (AIP) in Q3 2024, closing a stake of 15,933 shares — an estimated $120K sold.

Bank of Montreal first reported a position in AIP in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 83 funds tracked by Wall St. Rank hold AIP as of Q3 2024.

Bank of Montreal reported no remaining Arteris position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 15,933 Arteris shares in Q3 2024, an estimated $120K.
Bank of Montreal first reported a position in Arteris in Q1 2024 and held it in 2 quarters.
Bank of Montreal's Arteris position peaked at $234K in Q1 2024.
83 funds tracked by Wall St. Rank held Arteris as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.