Bank of Montreal’s Bally's BALY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-50,000	Closed	-$3.1M	–	3752
2021 Q1	$3.1M	Buy	+50,000	New	+$2.96M	﹤0.01%	1573

Other funds holding BALY

Standard General New York $336M AUM 16.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal's BALY Position: Q2 2023 in Review

Bank of Montreal sold out of Bally's (BALY) in Q2 2023, closing a stake of 12,490 shares — an estimated $246K sold.

Bank of Montreal first reported a position in BALY in Q2 2019 and held it in 13 quarters. The position peaked at $863K in Q1 2022. 115 funds tracked by Wall St. Rank hold BALY as of Q2 2023.

Bank of Montreal reported no remaining Bally's position as of Q2 2023 after selling out during the quarter.
Bank of Montreal sold 12,490 Bally's shares in Q2 2023, an estimated $246K.
Bank of Montreal first reported a position in Bally's in Q2 2019 and held it in 13 quarters.
Bank of Montreal's Bally's position peaked at $863K in Q1 2022.
115 funds tracked by Wall St. Rank held Bally's as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.