Bank of Montreal
CDNA icon

Bank of Montreal’s CareDx CDNA Stock Holding History

Bank of Montreal’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,629
Closed -$228K – 3516
2024
Q4 		$228K Sell
10,629
-382,190
-97% -$9.3M ﹤0.01% 2700
2024
Q3 		$11.7M Sell
392,819
-191,770
-33% -$4.77M 0.01% 976
2024
Q2 		$9.08M Buy
584,589
+533
+0.1% +$6.44K ﹤0.01% 1045
2024
Q1 		$6.49M Sell
584,056
-1,444
-0.2% -$14.4K ﹤0.01% 1122
2023
Q4 		$7.54M Buy
585,500
+362,996
+163% +$2.97M ﹤0.01% 1122
2023
Q3 		$1.77M Sell
222,504
-64,336
-22% -$594K ﹤0.01% 1766
2023
Q2 		$2.51M Buy
286,840
+76,594
+36% +$639K ﹤0.01% 1687
2023
Q1 		$3.39M Buy
210,246
+1,695
+0.8% +$21.7K ﹤0.01% 1415
2022
Q4 		$2.63M Sell
208,551
-689
-0.3% -$10.2K ﹤0.01% 1655
2022
Q3 		$4.51K Sell
209,240
-900
-0.4% -$19.3K ﹤0.01% 1405
2022
Q2 		$5.42K Buy
210,140
+17,714
+9% +$491K ﹤0.01% 1379
2022
Q1 		$7.61M Sell
192,426
-1,337
-0.7% -$52.1K ﹤0.01% 1272
2021
Q4 		$8.89M Sell
193,763
-49,908
-20% -$2.61M ﹤0.01% 1002
2021
Q3 		$14.8M Buy
243,671
+23,801
+11% +$1.81M 0.01% 1087
2021
Q2 		$21.2M Buy
219,870
+187,644
+582% +$14.9M 0.01% 874
2021
Q1 		$2.35M Sell
32,226
-5,878
-15% -$456K ﹤0.01% 1706
2020
Q4 		$3.08M Buy
38,104
+5,449
+17% +$316K ﹤0.01% 1617
2020
Q3 		$1.41M Buy
32,655
+27,999
+601% +$945K ﹤0.01% 1814
2020
Q2 		$164K Buy
+4,656
New +$133K ﹤0.01% 2825
2020
Q1 		– Sell
-104,374
Closed -$2.25M – 4164
2019
Q4 		$2.25M Buy
104,374
+63,932
+158% +$1.47M ﹤0.01% 1816
2019
Q3 		$915K Sell
40,442
-10,469
-21% -$290K ﹤0.01% 2119
2019
Q2 		$1.83M Buy
50,911
+5,779
+13% +$185K ﹤0.01% 1742
2019
Q1 		$1.42M Buy
45,132
+44,635
+8,981% +$1.3M ﹤0.01% 1864
2018
Q4 		$12K Buy
497
+267
+116% +$6.86K ﹤0.01% 3831
2018
Q3 		$7K Sell
230
-13,522
-98% -$253K ﹤0.01% 4022
2018
Q2 		$169K Sell
13,752
-4,054
-23% -$46.5K ﹤0.01% 2848
2018
Q1 		$142K Hold
17,806
– – ﹤0.01% 2797
2017
Q4 		$130K Buy
+17,806
New +$111K ﹤0.01% 2892

Other funds holding CDNA

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Bank of Montreal's CDNA Position: Q1 2025 in Review

Bank of Montreal sold out of CareDx (CDNA) in Q1 2025, closing a stake of 10,629 shares — an estimated $228K sold.

Bank of Montreal first reported a position in CDNA in Q4 2017 and held it in 28 quarters. The position peaked at $21.2M in Q2 2021. 218 funds tracked by Wall St. Rank hold CDNA as of Q1 2025.

  • Bank of Montreal reported no remaining CareDx position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,629 CareDx shares in Q1 2025, an estimated $228K.
  • Bank of Montreal first reported a position in CareDx in Q4 2017 and held it in 28 quarters.
  • Bank of Montreal's CareDx position peaked at $21.2M in Q2 2021.
  • 218 funds tracked by Wall St. Rank held CareDx as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.