Bank of Montreal’s CVRx CVRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-232,752	Closed	-$3.62M	–	3877
2023 Q2	$3.62M	Buy	+232,752	New	+$2.84M	﹤0.01%	1493

Other funds holding CVRX

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Bank of Montreal's CVRX Position: Q3 2023 in Review

Bank of Montreal sold out of CVRx (CVRX) in Q3 2023, closing a stake of 232,752 shares — an estimated $3.62M sold.

Bank of Montreal first reported a position in CVRX in Q2 2023 and held it in 1 quarter. The position peaked at $3.62M in Q2 2023. 64 funds tracked by Wall St. Rank hold CVRX as of Q3 2023.

Bank of Montreal reported no remaining CVRx position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 232,752 CVRx shares in Q3 2023, an estimated $3.62M.
Bank of Montreal first reported a position in CVRx in Q2 2023 and held it in 1 quarter.
Bank of Montreal's CVRx position peaked at $3.62M in Q2 2023.
64 funds tracked by Wall St. Rank held CVRx as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.