Bank of Montreal
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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
2022
Q4 		– Sell
-100
Closed -$4 – 4016
2022
Q3 		$4 Buy
+100
New +$3.96K ﹤0.01% 3951

Other funds holding CLW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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. 162 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.
  • 162 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.