Bank of Montreal
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Bank of Montreal’s Civista Bancshares CIVB Stock Holding History

Bank of Montreal’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,786
Closed -$311K – 3853
2023
Q2 		$311K Buy
+17,786
New +$283K ﹤0.01% 2915
2021
Q2 		– Sell
-662
Closed -$16K – 3883
2021
Q1 		$16K Sell
662
-2,011
-75% -$40.3K ﹤0.01% 4140
2020
Q4 		$51K Buy
2,673
+1,700
+175% +$26.9K ﹤0.01% 3922
2020
Q3 		$13K Sell
973
-1,111
-53% -$15.2K ﹤0.01% 4012
2020
Q2 		$28K Buy
2,084
+499
+31% +$7.26K ﹤0.01% 3696
2020
Q1 		$22K Sell
1,585
-1,793
-53% -$36.1K ﹤0.01% 3209
2019
Q4 		$81K Buy
3,378
+554
+20% +$12.3K ﹤0.01% 3596
2019
Q3 		$61K Buy
2,824
+64
+2% +$1.37K ﹤0.01% 3525
2019
Q2 		$62K Buy
2,760
+1,357
+97% +$29.9K ﹤0.01% 3589
2019
Q1 		$31K Sell
1,403
-332
-19% -$6.59K ﹤0.01% 3520
2018
Q4 		$30K Buy
1,735
+71
+4% +$1.5K ﹤0.01% 3477
2018
Q3 		$40K Buy
1,664
+12
+0.7% +$293 ﹤0.01% 3480
2018
Q2 		$40K Buy
+1,652
New +$39.4K ﹤0.01% 3501

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

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

Bank of Montreal sold out of Civista Bancshares (CIVB) in Q3 2023, closing a stake of 17,786 shares — an estimated $311K sold.

Bank of Montreal first reported a position in CIVB in Q2 2018 and held it in 13 quarters. The position peaked at $311K in Q2 2023. 87 funds tracked by Wall St. Rank hold CIVB as of Q3 2023.

  • Bank of Montreal reported no remaining Civista Bancshares position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 17,786 Civista Bancshares shares in Q3 2023, an estimated $311K.
  • Bank of Montreal first reported a position in Civista Bancshares in Q2 2018 and held it in 13 quarters.
  • Bank of Montreal's Civista Bancshares position peaked at $311K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2023.

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