Bank of Montreal
ANNX icon

Bank of Montreal’s Annexon ANNX Stock Holding History

Bank of Montreal’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-151,463
Closed -$930K – 3507
2024
Q3 		$930K Buy
+151,463
New +$898K ﹤0.01% 2081
2023
Q1 		– Sell
-65,380
Closed -$365K – 3773
2022
Q4 		$365K Buy
+65,380
New +$359K ﹤0.01% 2796
2021
Q2 		– Sell
-810
Closed -$20K – 3691
2021
Q1 		$20K Sell
810
-1,636
-67% -$45K ﹤0.01% 4056
2020
Q4 		$54K Buy
2,446
+1,764
+259% +$45.4K ﹤0.01% 3902
2020
Q3 		$19K Buy
+682
New +$16K ﹤0.01% 3853

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's ANNX Position: Q4 2024 in Review

Bank of Montreal sold out of Annexon (ANNX) in Q4 2024, closing a stake of 151,463 shares — an estimated $930K sold.

Bank of Montreal first reported a position in ANNX in Q3 2020 and held it in 5 quarters. The position peaked at $930K in Q3 2024. 152 funds tracked by Wall St. Rank hold ANNX as of Q4 2024.

  • Bank of Montreal reported no remaining Annexon position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 151,463 Annexon shares in Q4 2024, an estimated $930K.
  • Bank of Montreal first reported a position in Annexon in Q3 2020 and held it in 5 quarters.
  • Bank of Montreal's Annexon position peaked at $930K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Annexon as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.