Bank of Montreal
CBL

Bank of Montreal’s CBL Properties CBL Stock Holding History

Bank of Montreal’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-137,000
Closed -$3.7K – 3998
2022
Q3 		$3.7K Buy
137,000
+119,379
+677% +$3.41M ﹤0.01% 1505
2022
Q2 		$424 Sell
17,621
-57,379
-77% -$1.6M ﹤0.01% 2789
2022
Q1 		$2.46M Sell
75,000
-74,500
-50% -$2.15M ﹤0.01% 1824
2021
Q4 		$4.51M Buy
+149,500
New +$4.52M ﹤0.01% 1272

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $133M AUM
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Montreal's CBL Position: Q4 2022 in Review

Bank of Montreal sold out of CBL Properties (CBL) in Q4 2022, closing a stake of 137,000 shares — an estimated $3.7K sold.

Bank of Montreal first reported a position in CBL in Q4 2021 and held it in 4 quarters. The position peaked at $4.51M in Q4 2021. 93 funds tracked by Wall St. Rank hold CBL as of Q4 2022.

  • Bank of Montreal reported no remaining CBL Properties position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 137,000 CBL Properties shares in Q4 2022, an estimated $3.7K.
  • Bank of Montreal first reported a position in CBL Properties in Q4 2021 and held it in 4 quarters.
  • Bank of Montreal's CBL Properties position peaked at $4.51M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held CBL Properties as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.