Bank of Montreal
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Bank of Montreal’s Bel Fuse Inc Class A BELFA Stock Holding History

Bank of Montreal’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,839
Closed -$346K – 3811
2023
Q2 		$346K Buy
+5,839
New +$265K ﹤0.01% 2846

Other funds holding BELFA

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal's BELFA Position: Q3 2023 in Review

Bank of Montreal sold out of Bel Fuse Inc Class A (BELFA) in Q3 2023, closing a stake of 5,839 shares — an estimated $346K sold.

Bank of Montreal first reported a position in BELFA in Q2 2023 and held it in 1 quarter. The position peaked at $346K in Q2 2023. 25 funds tracked by Wall St. Rank hold BELFA as of Q3 2023.

  • Bank of Montreal reported no remaining Bel Fuse Inc Class A position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 5,839 Bel Fuse Inc Class A shares in Q3 2023, an estimated $346K.
  • Bank of Montreal first reported a position in Bel Fuse Inc Class A in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's Bel Fuse Inc Class A position peaked at $346K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.