Bank of Montreal
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Bank of Montreal’s Greystone Housing Impact Investors LP GHI Stock Holding History

Bank of Montreal’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,922
Closed -$227 – 4090
2022
Q3 		$227 Sell
11,922
-125
-1% -$2.29K ﹤0.01% 3126
2022
Q2 		$224 Buy
+12,047
New +$208K ﹤0.01% 3200

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

Bank of Montreal sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2022, closing a stake of 11,922 shares — an estimated $227 sold.

Bank of Montreal first reported a position in GHI in Q2 2022 and held it in 2 quarters. The position peaked at $227 in Q3 2022. 49 funds tracked by Wall St. Rank hold GHI as of Q4 2022.

  • Bank of Montreal reported no remaining Greystone Housing Impact Investors LP position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 11,922 Greystone Housing Impact Investors LP shares in Q4 2022, an estimated $227.
  • Bank of Montreal first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 2 quarters.
  • Bank of Montreal's Greystone Housing Impact Investors LP position peaked at $227 in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2022.

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