Bank of Montreal’s Goldman Sachs Future Health Care Equity ETF GDOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,560	Closed	-$164K	–	3692
2024 Q3	$164K	Buy	+4,560	New	+$163K	﹤0.01%	3101
2024 Q1	–	Sell	-1,842	Closed	-$60.7K	–	4038
2023 Q4	$60.7K	Buy	+1,842	New	+$55.5K	﹤0.01%	3512

Other funds holding GDOC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $152M AUM 20.1% 1-Year Est. Return

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

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

Bank of Montreal's GDOC Position: Q4 2024 in Review

Bank of Montreal sold out of Goldman Sachs Future Health Care Equity ETF (GDOC) in Q4 2024, closing a stake of 4,560 shares — an estimated $164K sold.

Bank of Montreal first reported a position in GDOC in Q4 2023 and held it in 2 quarters. The position peaked at $164K in Q3 2024. 7 funds tracked by Wall St. Rank hold GDOC as of Q4 2024.

Bank of Montreal reported no remaining Goldman Sachs Future Health Care Equity ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 4,560 Goldman Sachs Future Health Care Equity ETF shares in Q4 2024, an estimated $164K.
Bank of Montreal first reported a position in Goldman Sachs Future Health Care Equity ETF in Q4 2023 and held it in 2 quarters.
Bank of Montreal's Goldman Sachs Future Health Care Equity ETF position peaked at $164K in Q3 2024.
7 funds tracked by Wall St. Rank held Goldman Sachs Future Health Care Equity ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.