Bank of Montreal
HBT icon

Bank of Montreal’s HBT Financial HBT Stock Holding History

Bank of Montreal’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-248
Closed -$4K – 4195
2021
Q1 		$4K Sell
248
-1,241
-83% -$20.1K ﹤0.01% 4728
2020
Q4 		$23K Buy
1,489
+1,036
+229% +$14.1K ﹤0.01% 4356
2020
Q3 		$5K Sell
453
-318
-41% -$3.89K ﹤0.01% 4423
2020
Q2 		$9K Buy
+771
New +$9.24K ﹤0.01% 4213
2020
Q1 		– Sell
-1,146
Closed -$22K – 4334
2019
Q4 		$22K Buy
+1,146
New +$19.5K ﹤0.01% 4265

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's HBT Position: Q2 2021 in Review

Bank of Montreal sold out of HBT Financial (HBT) in Q2 2021, closing a stake of 248 shares — an estimated $4K sold.

Bank of Montreal first reported a position in HBT in Q4 2019 and held it in 5 quarters. The position peaked at $23K in Q4 2020. 65 funds tracked by Wall St. Rank hold HBT as of Q2 2021.

  • Bank of Montreal reported no remaining HBT Financial position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 248 HBT Financial shares in Q2 2021, an estimated $4K.
  • Bank of Montreal first reported a position in HBT Financial in Q4 2019 and held it in 5 quarters.
  • Bank of Montreal's HBT Financial position peaked at $23K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held HBT Financial as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.