Bank of Montreal’s American Realty Investors ARL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-142	Closed	-$1K	–	5053
2020 Q4	$1K	Buy	142 +92	+184%	+$916	﹤0.01%	4859
2020 Q3	$0	Buy	50 +3	+6%	+$28	﹤0.01%	4757
2020 Q2	$0	Buy	+47	New	+$381	﹤0.01%	4618
2020 Q1	–	Sell	-350	Closed	-$6K	–	4085
2019 Q4	$6K	Buy	350 +132	+61%	+$1.97K	﹤0.01%	4656
2019 Q3	$3K	Buy	218 +8	+4%	+$115	﹤0.01%	4605
2019 Q2	$3K	Buy	+210	New	+$2.68K	﹤0.01%	4717
2019 Q1	–	Sell	-28	Closed	–	–	4302
2018 Q4	$0	Buy	28 +14	+100%	+$216	﹤0.01%	4661
2018 Q3	$0	Sell	14 -1	-7%	-$17	﹤0.01%	4720
2018 Q2	$0	Buy	+15	New	+$249	﹤0.01%	4699
2015 Q2	–	Sell	-243	Closed	-$1K	–	3924
2015 Q1	$1K	Buy	+243	New	+$1.31K	﹤0.01%	3844

Other funds holding ARL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's ARL Position: Q1 2021 in Review

Bank of Montreal sold out of American Realty Investors (ARL) in Q1 2021, closing a stake of 142 shares — an estimated $1K sold.

Bank of Montreal first reported a position in ARL in Q1 2015 and held it in 10 quarters. The position peaked at $6K in Q4 2019. 26 funds tracked by Wall St. Rank hold ARL as of Q1 2021.

Bank of Montreal reported no remaining American Realty Investors position as of Q1 2021 after selling out during the quarter.
Bank of Montreal sold 142 American Realty Investors shares in Q1 2021, an estimated $1K.
Bank of Montreal first reported a position in American Realty Investors in Q1 2015 and held it in 10 quarters.
Bank of Montreal's American Realty Investors position peaked at $6K in Q4 2019.
26 funds tracked by Wall St. Rank held American Realty Investors as of Q1 2021.

Based on Bank of Montreal's 13F filing for Q1 2021, filed 13 May 2021.