Bank of Montreal
AZUL

Bank of Montreal’s Azul AZUL Stock Holding History

Bank of Montreal’s Portfolio AZUL Stock Details AZUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,900
Closed -$394K – 5062
2020
Q4 		$394K Sell
19,900
-25,400
-56% -$455K ﹤0.01% 2844
2020
Q3 		$633K Buy
45,300
+19,900
+78% +$256K ﹤0.01% 2213
2020
Q2 		$296K Buy
+25,400
New +$244K ﹤0.01% 2530
2020
Q1 		– Sell
-32
Closed -$1K – 4105
2019
Q4 		$1K Buy
+32
New +$1.23K ﹤0.01% 4802
2019
Q2 		– Sell
-26,221
Closed -$766K – 4853
2019
Q1 		$766K Sell
26,221
-25,444
-49% -$760K ﹤0.01% 2118
2018
Q4 		$1.43M Sell
51,665
-6,906
-12% -$168K ﹤0.01% 1698
2018
Q3 		$1.04M Sell
58,571
-16,543
-22% -$292K ﹤0.01% 1979
2018
Q2 		$1.23M Sell
75,114
-6,132
-8% -$154K ﹤0.01% 1899
2018
Q1 		$2.82M Buy
+81,246
New +$2.39M ﹤0.01% 1404

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Bank of Montreal sold out of Azul (AZUL) in Q1 2021, closing a stake of 19,900 shares — an estimated $394K sold.

Bank of Montreal first reported a position in AZUL in Q1 2018 and held it in 9 quarters. The position peaked at $2.82M in Q1 2018. 87 funds tracked by Wall St. Rank hold AZUL as of Q1 2021.

  • Bank of Montreal reported no remaining Azul position as of Q1 2021 after selling out during the quarter.
  • Bank of Montreal sold 19,900 Azul shares in Q1 2021, an estimated $394K.
  • Bank of Montreal first reported a position in Azul in Q1 2018 and held it in 9 quarters.
  • Bank of Montreal's Azul position peaked at $2.82M in Q1 2018.
  • 87 funds tracked by Wall St. Rank held Azul as of Q1 2021.

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