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	-235,000	Closed	-$18.6M	–	4444
2022 Q4	$18.6M	Hold	235,000	–	–	0.01%	717
2022 Q3	$16.6K	Hold	235,000	–	–	0.01%	756
2022 Q2	$15.2K	Sell	235,000 -10,000	-4%	-$771K	0.01%	872
2022 Q1	$25.5M	Buy	+245,000	New	+$29.6M	0.01%	705
2021 Q4	–	Sell	-60,000	Closed	-$13M	–	3992
2021 Q3	$13M	Hold	60,000	–	–	0.01%	1148
2021 Q2	$16.3M	Buy	+60,000	New	+$14.9M	0.01%	1013

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.