Bank of Montreal’s DarioHealth DRIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,523	Closed	-$160K	–	3604
2024 Q3	$160K	Buy	7,523 +6,250	+491%	+$127K	﹤0.01%	3110
2024 Q2	$33.4K	Sell	1,273 -6,250	-83%	-$177K	﹤0.01%	3500
2024 Q1	$238K	Buy	+7,523	New	+$285K	﹤0.01%	2927
2019 Q4	–	Sell	-2	Closed	–	–	4880
2019 Q3	$0	Hold	2	–	–	﹤0.01%	4771
2019 Q2	$0	Hold	2	–	–	﹤0.01%	4893
2019 Q1	$1K	Hold	2	–	–	﹤0.01%	4200
2018 Q4	$1K	Hold	2	–	–	﹤0.01%	4516
2018 Q3	$1K	Sell	2 -2	-50%	-$918	﹤0.01%	4510
2018 Q2	$2K	Hold	4	–	–	﹤0.01%	4340
2018 Q1	$2K	Hold	4	–	–	﹤0.01%	4049
2017 Q4	$3K	Sell	4 -9	-69%	-$6.09K	﹤0.01%	3997
2017 Q3	$9K	Hold	13	–	–	﹤0.01%	3720
2017 Q2	$11K	Hold	13	–	–	﹤0.01%	3688
2017 Q1	$15K	Hold	13	–	–	﹤0.01%	3442
2016 Q4	$16K	Hold	13	–	–	﹤0.01%	3456
2016 Q3	$18K	Hold	13	–	–	﹤0.01%	3381
2016 Q2	$26K	Buy	+13	New	+$26.6K	﹤0.01%	3277

Other funds holding DRIO

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

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

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

DIM

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Montreal's DRIO Position: Q4 2024 in Review

Bank of Montreal sold out of DarioHealth (DRIO) in Q4 2024, closing a stake of 7,523 shares — an estimated $160K sold.

Bank of Montreal first reported a position in DRIO in Q2 2016 and held it in 17 quarters. The position peaked at $238K in Q1 2024. 40 funds tracked by Wall St. Rank hold DRIO as of Q4 2024.

Bank of Montreal reported no remaining DarioHealth position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 7,523 DarioHealth shares in Q4 2024, an estimated $160K.
Bank of Montreal first reported a position in DarioHealth in Q2 2016 and held it in 17 quarters.
Bank of Montreal's DarioHealth position peaked at $238K in Q1 2024.
40 funds tracked by Wall St. Rank held DarioHealth as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.