Bank of Montreal
BRDG

Bank of Montreal’s Bridge Investment Group BRDG Stock Holding History

Bank of Montreal’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-263,620
Closed -$3.2M – 3809
2022
Q4 		$3.2M Buy
+263,620
New +$3.79M ﹤0.01% 1543

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal's BRDG Position: Q1 2023 in Review

Bank of Montreal sold out of Bridge Investment Group (BRDG) in Q1 2023, closing a stake of 263,620 shares — an estimated $3.2M sold.

Bank of Montreal first reported a position in BRDG in Q4 2022 and held it in 1 quarter. The position peaked at $3.2M in Q4 2022. 55 funds tracked by Wall St. Rank hold BRDG as of Q1 2023.

  • Bank of Montreal reported no remaining Bridge Investment Group position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 263,620 Bridge Investment Group shares in Q1 2023, an estimated $3.2M.
  • Bank of Montreal first reported a position in Bridge Investment Group in Q4 2022 and held it in 1 quarter.
  • Bank of Montreal's Bridge Investment Group position peaked at $3.2M in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Bridge Investment Group as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.