Bank of Montreal’s Coupa Software Incorporated COUP Stock Holding History

Bank of Montreal’s Portfolio COUP Stock Details COUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,900	Closed	-$1.26M	–	4442
2022 Q4	$1.26M	Buy	+15,900	New	+$951K	﹤0.01%	2042
2022 Q2	–	Sell	-10,000	Closed	-$1.04M	–	4576
2022 Q1	$1.04M	Buy	+10,000	New	+$1.21M	﹤0.01%	2301
2019 Q4	–	Sell	-21,200	Closed	-$2.75M	–	5072
2019 Q3	$2.75M	Buy	+21,200	New	+$2.93M	﹤0.01%	1479
2019 Q1	–	Sell	-116,800	Closed	-$7.34M	–	4891
2018 Q4	$7.34M	Buy	+116,800	New	+$7.39M	0.01%	902

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Bank of Montreal sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 378,267 shares — an estimated $30M sold.

Bank of Montreal first reported a position in COUP in Q2 2018 and held it in 19 quarters. The position peaked at $128M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Bank of Montreal reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 378,267 Coupa Software Incorporated shares in Q1 2023, an estimated $30M.
Bank of Montreal first reported a position in Coupa Software Incorporated in Q2 2018 and held it in 19 quarters.
Bank of Montreal's Coupa Software Incorporated position peaked at $128M in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

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