Bank of Montreal’s GrowGeneration GRWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-600	Closed	-$33K	–	4185
2021 Q1	$33K	Hold	600	–	–	﹤0.01%	3870
2020 Q4	$31K	Buy	+600	New	+$16.2K	﹤0.01%	4203

Other funds holding GRWG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of Montreal's GRWG Position: Q4 2023 in Review

Bank of Montreal sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 16,066 shares — an estimated $58K sold.

Bank of Montreal first reported a position in GRWG in Q2 2020 and held it in 7 quarters. The position peaked at $338K in Q4 2020. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

Bank of Montreal reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
Bank of Montreal sold 16,066 GrowGeneration shares in Q4 2023, an estimated $58K.
Bank of Montreal first reported a position in GrowGeneration in Q2 2020 and held it in 7 quarters.
Bank of Montreal's GrowGeneration position peaked at $338K in Q4 2020.
134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.