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 – 5063
2020
Q4 		$394K Sell
19,900
-25,400
-56% -$455K ﹤0.01% 2845
2020
Q3 		$633K Buy
+45,300
New +$582K ﹤0.01% 2214

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 $69.6B AUM 42.52% 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.