Bank of Montreal’s Epiphany Technology Acquisition Corp. Class A Common Stock EPHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-227,832	Closed	-$2.25K	–	4483
2022 Q3	$2.25K	Buy	+227,832	New	+$2.25M	﹤0.01%	1752
2021 Q2	–	Sell	-300	Closed	-$3K	–	5302
2021 Q1	$3K	Buy	+300	New	+$2.95K	﹤0.01%	4872

Other funds holding EPHY

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of Montreal's EPHY Position: Q4 2022 in Review

Bank of Montreal sold out of Epiphany Technology Acquisition Corp. Class A Common Stock (EPHY) in Q4 2022, closing a stake of 227,832 shares — an estimated $2.25K sold.

Bank of Montreal first reported a position in EPHY in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 47 funds tracked by Wall St. Rank hold EPHY as of Q4 2022.

Bank of Montreal reported no remaining Epiphany Technology Acquisition Corp. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Bank of Montreal sold 227,832 Epiphany Technology Acquisition Corp. Class A Common Stock shares in Q4 2022, an estimated $2.25K.
Bank of Montreal first reported a position in Epiphany Technology Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 2 quarters.
Bank of Montreal's Epiphany Technology Acquisition Corp. Class A Common Stock position peaked at $3K in Q1 2021.
47 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Class A Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.