Bank of Montreal
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Bank of Montreal’s Establishment Labs ESTA Stock Holding History

Bank of Montreal’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-162,704
Closed -$4.23M – 3986
2023
Q4 		$4.23M Hold
162,704
– – ﹤0.01% 1347
2023
Q3 		$8.54M Hold
162,704
– – ﹤0.01% 1059
2023
Q2 		$11.5M Hold
162,704
– – ﹤0.01% 957
2023
Q1 		$11.5M Buy
162,704
+103,000
+173% +$7.06M ﹤0.01% 882
2022
Q4 		$3.93M Hold
59,704
– – ﹤0.01% 1425
2022
Q3 		$3.9K Hold
59,704
– – ﹤0.01% 1480
2022
Q2 		$3.51K Buy
59,704
+39,704
+199% +$2.52M ﹤0.01% 1603
2022
Q1 		$1.41M Buy
+20,000
New +$1.17M ﹤0.01% 2126
2021
Q3 		– Sell
-70,020
Closed -$6.09M – 3843
2021
Q2 		$6.09M Buy
70,020
+20
+0% +$1.49K ﹤0.01% 1519
2021
Q1 		$4.89M Hold
70,000
– – ﹤0.01% 1360
2020
Q4 		$2.84M Hold
70,000
– – ﹤0.01% 1667
2020
Q3 		$1.22M Buy
+70,000
New +$1.25M ﹤0.01% 1883

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's ESTA Position: Q1 2024 in Review

Bank of Montreal sold out of Establishment Labs (ESTA) in Q1 2024, closing a stake of 162,704 shares — an estimated $4.23M sold.

Bank of Montreal first reported a position in ESTA in Q3 2020 and held it in 12 quarters. The position peaked at $11.5M in Q2 2023. 118 funds tracked by Wall St. Rank hold ESTA as of Q1 2024.

  • Bank of Montreal reported no remaining Establishment Labs position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 162,704 Establishment Labs shares in Q1 2024, an estimated $4.23M.
  • Bank of Montreal first reported a position in Establishment Labs in Q3 2020 and held it in 12 quarters.
  • Bank of Montreal's Establishment Labs position peaked at $11.5M in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.