Bank of Montreal
GOCO

Bank of Montreal’s GoHealth GOCO Stock Holding History

Bank of Montreal’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,240
Closed -$70K – 4203
2021
Q4 		$70K Sell
1,240
-17,548
-93% -$1.17M ﹤0.01% 3184
2021
Q3 		$1.42M Buy
+18,788
New +$1.99M ﹤0.01% 2276
2021
Q2 		– Sell
-6
Closed -$1K – 4170
2021
Q1 		$1K Buy
6
+5
+500% +$1.01K ﹤0.01% 4983
2020
Q4 		$0 Sell
1
-6
-86% -$1.11K ﹤0.01% 5012
2020
Q3 		$1K Buy
+7
New +$1.69K ﹤0.01% 4695

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of Montreal's GOCO Position: Q1 2022 in Review

Bank of Montreal sold out of GoHealth (GOCO) in Q1 2022, closing a stake of 1,240 shares — an estimated $70K sold.

Bank of Montreal first reported a position in GOCO in Q3 2020 and held it in 5 quarters. The position peaked at $1.42M in Q3 2021. 112 funds tracked by Wall St. Rank hold GOCO as of Q1 2022.

  • Bank of Montreal reported no remaining GoHealth position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 1,240 GoHealth shares in Q1 2022, an estimated $70K.
  • Bank of Montreal first reported a position in GoHealth in Q3 2020 and held it in 5 quarters.
  • Bank of Montreal's GoHealth position peaked at $1.42M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held GoHealth as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.