Bank of Montreal’s CURO Group Holdings Corp. CURO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-90,212	Closed	-$324K	–	4335
2022 Q4	$324K	Buy	+90,212	New	+$344K	﹤0.01%	2865
2021 Q2	–	Sell	-514	Closed	-$7K	–	5148
2021 Q1	$7K	Sell	514 -2,293	-82%	-$34.4K	﹤0.01%	4543
2020 Q4	$37K	Buy	2,807 +1,960	+231%	+$18K	﹤0.01%	4108
2020 Q3	$6K	Sell	847 -606	-42%	-$4.61K	﹤0.01%	4375
2020 Q2	$11K	Buy	1,453 +453	+45%	+$3.22K	﹤0.01%	4144
2020 Q1	$4K	Sell	1,000 -964	-49%	-$9.21K	﹤0.01%	3740
2019 Q4	$24K	Buy	1,964 +476	+32%	+$6.37K	﹤0.01%	4228
2019 Q3	$20K	Sell	1,488 -1,636	-52%	-$20.9K	﹤0.01%	4106
2019 Q2	$34K	Buy	3,124 +2,456	+368%	+$26.2K	﹤0.01%	3876
2019 Q1	$7K	Buy	668 +501	+300%	+$5.46K	﹤0.01%	3976
2018 Q4	$2K	Buy	167 +86	+106%	+$1.41K	﹤0.01%	4442
2018 Q3	$2K	Buy	81 +26	+47%	+$747	﹤0.01%	4421
2018 Q2	$1K	Buy	+55	New	+$1.21K	﹤0.01%	4616

Other funds holding CURO

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of Montreal sold out of CURO Group Holdings Corp. (CURO) in Q1 2023, closing a stake of 90,212 shares — an estimated $324K sold.

Bank of Montreal first reported a position in CURO in Q2 2018 and held it in 13 quarters. The position peaked at $324K in Q4 2022. 64 funds tracked by Wall St. Rank hold CURO as of Q1 2023.

Bank of Montreal reported no remaining CURO Group Holdings Corp. position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 90,212 CURO Group Holdings Corp. shares in Q1 2023, an estimated $324K.
Bank of Montreal first reported a position in CURO Group Holdings Corp. in Q2 2018 and held it in 13 quarters.
Bank of Montreal's CURO Group Holdings Corp. position peaked at $324K in Q4 2022.
64 funds tracked by Wall St. Rank held CURO Group Holdings Corp. as of Q1 2023.

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