Bank of Montreal’s Fidelity Sustainable Low Duration Bond ETF FSLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-992	Closed	-$49.8K	–	3970
2024 Q2	$49.8K	Buy	992 +580	+141%	+$29K	﹤0.01%	3424
2024 Q1	$20.7K	Sell	412 -713	-63%	-$35.7K	﹤0.01%	3609
2023 Q4	$56.6K	Buy	1,125 +4	+0.4%	+$200	﹤0.01%	3531
2023 Q3	$56.2K	Buy	+1,121	New	+$56.1K	﹤0.01%	3410

Other funds holding FSLD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's FSLD Position: Q3 2024 in Review

Bank of Montreal sold out of Fidelity Sustainable Low Duration Bond ETF (FSLD) in Q3 2024, closing a stake of 992 shares — an estimated $49.8K sold.

Bank of Montreal first reported a position in FSLD in Q3 2023 and held it in 4 quarters. The position peaked at $56.6K in Q4 2023. 4 funds tracked by Wall St. Rank hold FSLD as of Q3 2024.

Bank of Montreal reported no remaining Fidelity Sustainable Low Duration Bond ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 992 Fidelity Sustainable Low Duration Bond ETF shares in Q3 2024, an estimated $49.8K.
Bank of Montreal first reported a position in Fidelity Sustainable Low Duration Bond ETF in Q3 2023 and held it in 4 quarters.
Bank of Montreal's Fidelity Sustainable Low Duration Bond ETF position peaked at $56.6K in Q4 2023.
4 funds tracked by Wall St. Rank held Fidelity Sustainable Low Duration Bond ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.