Bank of Montreal
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Bank of Montreal’s CareCloud CCLD Stock Holding History

Bank of Montreal’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-93,072
Closed -$761K – 3530
2021
Q3 		$761K Sell
93,072
-4,783
-5% -$38.8K ﹤0.01% 2648
2021
Q2 		$850K Buy
97,855
+27,589
+39% +$229K ﹤0.01% 2585
2021
Q1 		$587K Sell
70,266
-19,994
-22% -$198K ﹤0.01% 2542
2020
Q4 		$837K Buy
90,260
+16,386
+22% +$151K ﹤0.01% 2360
2020
Q3 		$606K Sell
73,874
-5,735
-7% -$57.9K ﹤0.01% 2237
2020
Q2 		$832K Buy
79,609
+3,285
+4% +$22.3K ﹤0.01% 2017
2020
Q1 		$392K Buy
+76,324
New +$399K ﹤0.01% 2086

Other funds holding CCLD

PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of Montreal's CCLD Position: Q4 2021 in Review

Bank of Montreal sold out of CareCloud (CCLD) in Q4 2021, closing a stake of 93,072 shares — an estimated $761K sold.

Bank of Montreal first reported a position in CCLD in Q1 2020 and held it in 7 quarters. The position peaked at $850K in Q2 2021. 36 funds tracked by Wall St. Rank hold CCLD as of Q4 2021.

  • Bank of Montreal reported no remaining CareCloud position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 93,072 CareCloud shares in Q4 2021, an estimated $761K.
  • Bank of Montreal first reported a position in CareCloud in Q1 2020 and held it in 7 quarters.
  • Bank of Montreal's CareCloud position peaked at $850K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held CareCloud as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.