Bank of Montreal’s IBEX IBEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-205	Closed	-$4K	–	4232
2021 Q1	$4K	Sell	205 -572	-74%	-$11.7K	﹤0.01%	4729
2020 Q4	$14K	Buy	777 +554	+248%	+$9.86K	﹤0.01%	4564
2020 Q3	$4K	Buy	+223	New	+$3.02K	﹤0.01%	4504

Other funds holding IBEX

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Bank of Montreal sold out of IBEX (IBEX) in Q2 2021, closing a stake of 205 shares — an estimated $4K sold.

Bank of Montreal first reported a position in IBEX in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2020. 38 funds tracked by Wall St. Rank hold IBEX as of Q2 2021.

Bank of Montreal reported no remaining IBEX position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 205 IBEX shares in Q2 2021, an estimated $4K.
Bank of Montreal first reported a position in IBEX in Q3 2020 and held it in 3 quarters.
Bank of Montreal's IBEX position peaked at $14K in Q4 2020.
38 funds tracked by Wall St. Rank held IBEX as of Q2 2021.

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