Bank of Montreal
CLW icon

Bank of Montreal’s Clearwater Paper CLW Stock Holding History

Bank of Montreal’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-65,000
Closed -$2.47M – 3835
2022
Q4 		$2.47M Sell
65,000
-35,000
-35% -$1.36M ﹤0.01% 1689
2022
Q3 		$3.82K Buy
+100,000
New +$3.96M ﹤0.01% 1493

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of Montreal's CLW Position: Q1 2023 in Review

Bank of Montreal sold out of Clearwater Paper (CLW) in Q1 2023, closing a stake of 2,238 shares — an estimated $85.1K sold.

Bank of Montreal first reported a position in CLW in Q2 2013 and held it in 36 quarters. The position peaked at $852K in Q4 2014. 163 funds tracked by Wall St. Rank hold CLW as of Q1 2023.

  • Bank of Montreal reported no remaining Clearwater Paper position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 2,238 Clearwater Paper shares in Q1 2023, an estimated $85.1K.
  • Bank of Montreal first reported a position in Clearwater Paper in Q2 2013 and held it in 36 quarters.
  • Bank of Montreal's Clearwater Paper position peaked at $852K in Q4 2014.
  • 163 funds tracked by Wall St. Rank held Clearwater Paper as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.