Bank of Montreal’s DocGo DCGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-487,283	Closed	-$4.23M	–	4027
2023 Q1	$4.23M	Buy	+487,283	New	+$4.3M	﹤0.01%	1306
2021 Q4	–	Sell	-881,000	Closed	-$8.8M	–	3569
2021 Q3	$8.8M	Hold	881,000	–	–	﹤0.01%	1365
2021 Q2	$8.77M	Buy	881,000 +381,000	+76%	+$3.79M	﹤0.01%	1339
2021 Q1	$4.96M	Buy	+500,000	New	+$5.12M	﹤0.01%	1355

Other funds holding DCGO

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

EMFAT

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

Bank of Montreal's DCGO Position: Q2 2023 in Review

Bank of Montreal sold out of DocGo (DCGO) in Q2 2023, closing a stake of 487,283 shares — an estimated $4.23M sold.

Bank of Montreal first reported a position in DCGO in Q1 2021 and held it in 4 quarters. The position peaked at $8.8M in Q3 2021. 144 funds tracked by Wall St. Rank hold DCGO as of Q2 2023.

Bank of Montreal reported no remaining DocGo position as of Q2 2023 after selling out during the quarter.
Bank of Montreal sold 487,283 DocGo shares in Q2 2023, an estimated $4.23M.
Bank of Montreal first reported a position in DocGo in Q1 2021 and held it in 4 quarters.
Bank of Montreal's DocGo position peaked at $8.8M in Q3 2021.
144 funds tracked by Wall St. Rank held DocGo as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.