Bank of Montreal
EVOL

Bank of Montreal’s Evolving Systems, Inc. EVOL Stock Holding History

Bank of Montreal’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed – – 5534
2020
Q4 		$0 Hold
100
– – ﹤0.01% 5270
2020
Q3 		$0 Hold
100
– – ﹤0.01% 5056
2020
Q2 		$0 Hold
100
– – ﹤0.01% 4994
2020
Q1 		$0 Hold
100
– – ﹤0.01% 5141
2019
Q4 		$0 Hold
100
– – ﹤0.01% 5172
2019
Q3 		$0 Hold
100
– – ﹤0.01% 5205
2019
Q2 		$0 Hold
100
– – ﹤0.01% 5256
2019
Q1 		$0 Hold
100
– – ﹤0.01% 5135
2018
Q4 		$0 Buy
+100
New +$167 ﹤0.01% 5062

Other funds holding EVOL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bank of Montreal's EVOL Position: Q1 2021 in Review

Bank of Montreal sold out of Evolving Systems, Inc. (EVOL) in Q1 2021, closing a stake of 100 shares.

Bank of Montreal first reported a position in EVOL in Q4 2018 and held it in 9 quarters. The position peaked at $0 in Q4 2020. 16 funds tracked by Wall St. Rank hold EVOL as of Q1 2021.

  • Bank of Montreal reported no remaining Evolving Systems, Inc. position as of Q1 2021 after selling out during the quarter.
  • Bank of Montreal sold 100 Evolving Systems, Inc. shares in Q1 2021.
  • Bank of Montreal first reported a position in Evolving Systems, Inc. in Q4 2018 and held it in 9 quarters.
  • Bank of Montreal's Evolving Systems, Inc. position peaked at $0 in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q1 2021.

Based on Bank of Montreal's 13F filing for Q1 2021, filed 13 May 2021.