Bank of Montreal
CLAR icon

Bank of Montreal’s Clarus CLAR Stock Holding History

Bank of Montreal’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-926,500
Closed -$18.8K – 4012
2022
Q3 		$18.8K Buy
+926,500
New +$18M 0.01% 715
2021
Q4 		– Sell
-67,315
Closed -$1.78M – 3535
2021
Q3 		$1.78M Sell
67,315
-23,467
-26% -$648K ﹤0.01% 2138
2021
Q2 		$2.3M Buy
90,782
+24,736
+37% +$528K ﹤0.01% 1984
2021
Q1 		$1.16M Sell
66,046
-21,466
-25% -$365K ﹤0.01% 2075
2020
Q4 		$1.42M Buy
87,512
+2,132
+2% +$32.4K ﹤0.01% 2015
2020
Q3 		$1.25M Sell
85,380
-7,298
-8% -$91.2K ﹤0.01% 1868
2020
Q2 		$966K Buy
92,678
+5,626
+6% +$57.1K ﹤0.01% 1941
2020
Q1 		$837K Buy
87,052
+2,726
+3% +$32.9K ﹤0.01% 1772
2019
Q4 		$1.14M Buy
84,326
+82,261
+3,984% +$1.01M ﹤0.01% 2189
2019
Q3 		$24K Buy
2,065
+17
+0.8% +$211 ﹤0.01% 3986
2019
Q2 		$29K Buy
2,048
+2,016
+6,300% +$26.9K ﹤0.01% 3948
2019
Q1 		$0 Sell
32
-276
-90% -$3.11K ﹤0.01% 4366
2018
Q4 		$3K Buy
308
+162
+111% +$1.7K ﹤0.01% 4232
2018
Q3 		$2K Sell
146
-6
-4% -$58 ﹤0.01% 4328
2018
Q2 		$1K Buy
+152
New +$1.09K ﹤0.01% 4502
2016
Q2 		– Sell
-145
Closed -$1K – 4102
2016
Q1 		$1K Hold
145
– – ﹤0.01% 4054
2015
Q4 		$1K Hold
145
– – ﹤0.01% 4072
2015
Q3 		$1K Hold
145
– – ﹤0.01% 3855
2015
Q2 		$1K Hold
145
– – ﹤0.01% 3822
2015
Q1 		$1K Hold
145
– – ﹤0.01% 3847
2014
Q4 		$1K Buy
+145
New +$1.2K ﹤0.01% 3895
2014
Q3 		– Sell
-573
Closed -$6K – 4061
2014
Q2 		$6K Buy
+573
New +$6.38K ﹤0.01% 4077
2013
Q4 		– Sell
-815
Closed -$10K – 3737
2013
Q3 		$10K Hold
815
– – ﹤0.01% 3420
2013
Q2 		$8K Buy
+815
New +$7.42K ﹤0.01% 3345

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Bank of Montreal sold out of Clarus (CLAR) in Q4 2022, closing a stake of 926,500 shares — an estimated $18.8K sold.

Bank of Montreal first reported a position in CLAR in Q2 2013 and held it in 24 quarters. The position peaked at $2.3M in Q2 2021. 120 funds tracked by Wall St. Rank hold CLAR as of Q4 2022.

  • Bank of Montreal reported no remaining Clarus position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 926,500 Clarus shares in Q4 2022, an estimated $18.8K.
  • Bank of Montreal first reported a position in Clarus in Q2 2013 and held it in 24 quarters.
  • Bank of Montreal's Clarus position peaked at $2.3M in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Clarus as of Q4 2022.

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