Bank of Montreal’s Envela ELA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-217	Closed	-$1K	–	4022
2021 Q1	$1K	Sell	217 -979	-82%	-$5.59K	﹤0.01%	4977
2020 Q4	$7K	Buy	1,196 +838	+234%	+$3.73K	﹤0.01%	4715
2020 Q3	$2K	Buy	+358	New	+$1.51K	﹤0.01%	4626

Other funds holding ELA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAM

Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

Bank of Montreal sold out of Envela (ELA) in Q2 2021, closing a stake of 217 shares — an estimated $1K sold.

Bank of Montreal first reported a position in ELA in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 32 funds tracked by Wall St. Rank hold ELA as of Q2 2021.

Bank of Montreal reported no remaining Envela position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 217 Envela shares in Q2 2021, an estimated $1K.
Bank of Montreal first reported a position in Envela in Q3 2020 and held it in 3 quarters.
Bank of Montreal's Envela position peaked at $7K in Q4 2020.
32 funds tracked by Wall St. Rank held Envela as of Q2 2021.

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