Bank of Montreal’s KalVista Pharmaceuticals KALV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,807	Closed	-$110K	–	4159
2023 Q3	$110K	Buy	+10,807	New	+$110K	﹤0.01%	3254
2021 Q2	–	Sell	-557	Closed	-$15K	–	4306
2021 Q1	$15K	Sell	557 -1,712	-75%	-$45K	﹤0.01%	4179
2020 Q4	$37K	Buy	2,269 +1,638	+260%	+$28.1K	﹤0.01%	4099
2020 Q3	$9K	Sell	631 -450	-42%	-$5.63K	﹤0.01%	4176
2020 Q2	$13K	Buy	+1,081	New	+$11.5K	﹤0.01%	4038
2020 Q1	–	Sell	-1,579	Closed	-$28K	–	4383
2019 Q4	$28K	Buy	1,579 +557	+55%	+$7.27K	﹤0.01%	4121
2019 Q3	$12K	Buy	1,022 +48	+5%	+$776	﹤0.01%	4352
2019 Q2	$22K	Sell	974 -4,850	-83%	-$114K	﹤0.01%	4121
2019 Q1	$166K	Buy	5,824 +1,292	+29%	+$28K	﹤0.01%	2805
2018 Q4	$90K	Buy	+4,532	New	+$91.1K	﹤0.01%	3001
2016 Q2	–	Sell	-44	Closed	–	–	4208
2016 Q1	$0	Buy	+44	New	+$789	﹤0.01%	4300

Other funds holding KALV

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

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

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

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

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Bank of Montreal sold out of KalVista Pharmaceuticals (KALV) in Q4 2023, closing a stake of 10,807 shares — an estimated $110K sold.

Bank of Montreal first reported a position in KALV in Q1 2016 and held it in 11 quarters. The position peaked at $166K in Q1 2019. 93 funds tracked by Wall St. Rank hold KALV as of Q4 2023.

Bank of Montreal reported no remaining KalVista Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Bank of Montreal sold 10,807 KalVista Pharmaceuticals shares in Q4 2023, an estimated $110K.
Bank of Montreal first reported a position in KalVista Pharmaceuticals in Q1 2016 and held it in 11 quarters.
Bank of Montreal's KalVista Pharmaceuticals position peaked at $166K in Q1 2019.
93 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2023.

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