Bank of Montreal
DGICA icon

Bank of Montreal’s Donegal Group Class A DGICA Stock Holding History

Bank of Montreal’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-465
Closed -$8K – 3972
2021
Q1 		$8K Sell
465
-2,065
-82% -$29.6K ﹤0.01% 4444
2020
Q4 		$35K Buy
2,530
+1,106
+78% +$15.9K ﹤0.01% 4129
2020
Q3 		$20K Sell
1,424
-355
-20% -$5.06K ﹤0.01% 3837
2020
Q2 		$23K Buy
1,779
+733
+70% +$10.5K ﹤0.01% 3788
2020
Q1 		$16K Sell
1,046
-401
-28% -$5.68K ﹤0.01% 3326
2019
Q4 		$21K Buy
1,447
+424
+41% +$6.2K ﹤0.01% 4288
2019
Q3 		$15K Buy
1,023
+174
+20% +$2.53K ﹤0.01% 4234
2019
Q2 		$13K Buy
+849
New +$11.9K ﹤0.01% 4404
2019
Q1 		– Sell
-129
Closed -$2K – 4405
2018
Q4 		$2K Buy
129
+64
+98% +$885 ﹤0.01% 4353
2018
Q3 		$1K Sell
65
-1
-2% -$14 ﹤0.01% 4508
2018
Q2 		$1K Buy
+66
New +$943 ﹤0.01% 4509
2018
Q1 		– Sell
-47
Closed -$1K – 4186
2017
Q4 		$1K Hold
47
– – ﹤0.01% 4091
2017
Q3 		$1K Buy
47
+39
+488% +$600 ﹤0.01% 4088
2017
Q2 		$0 Hold
8
– – ﹤0.01% 4169
2017
Q1 		$0 Hold
8
– – ﹤0.01% 4016
2016
Q4 		$0 Hold
8
– – ﹤0.01% 4073
2016
Q3 		$0 Buy
+8
New +$130 ﹤0.01% 4050
2014
Q3 		– Sell
-190
Closed -$3K – 4092
2014
Q2 		$3K Buy
+190
New +$2.82K ﹤0.01% 4362
2014
Q1 		– Sell
-3,263
Closed -$52K – 4031
2013
Q4 		$52K Buy
+3,263
New +$51.7K ﹤0.01% 2845

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's DGICA Position: Q2 2021 in Review

Bank of Montreal sold out of Donegal Group Class A (DGICA) in Q2 2021, closing a stake of 465 shares — an estimated $8K sold.

Bank of Montreal first reported a position in DGICA in Q4 2013 and held it in 19 quarters. The position peaked at $52K in Q4 2013. 86 funds tracked by Wall St. Rank hold DGICA as of Q2 2021.

  • Bank of Montreal reported no remaining Donegal Group Class A position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 465 Donegal Group Class A shares in Q2 2021, an estimated $8K.
  • Bank of Montreal first reported a position in Donegal Group Class A in Q4 2013 and held it in 19 quarters.
  • Bank of Montreal's Donegal Group Class A position peaked at $52K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.