Bank of Montreal
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Bank of Montreal’s OrthoPediatrics KIDS Stock Holding History

Bank of Montreal’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,832
Closed -$1.01M – 4035
2023
Q2 		$1.01M Buy
20,832
+622
+3% +$28.7K ﹤0.01% 2178
2023
Q1 		$907K Buy
20,210
+2,032
+11% +$89.8K ﹤0.01% 2106
2022
Q4 		$722K Sell
18,178
-3
-0% -$125 ﹤0.01% 2381
2022
Q3 		$994 Sell
18,181
-2,729
-13% -$134K ﹤0.01% 2179
2022
Q2 		$976 Buy
+20,910
New +$957K ﹤0.01% 2315
2021
Q4 		– Sell
-25,672
Closed -$1.74M – 3693
2021
Q3 		$1.74M Buy
+25,672
New +$1.67M ﹤0.01% 2155
2021
Q2 		– Sell
-3,084
Closed -$152K – 4317
2021
Q1 		$152K Sell
3,084
-1,623
-34% -$77.9K ﹤0.01% 3220
2020
Q4 		$206K Buy
4,707
+1,420
+43% +$65.1K ﹤0.01% 3198
2020
Q3 		$160K Sell
3,287
-1,322
-29% -$61.3K ﹤0.01% 2833
2020
Q2 		$196K Buy
4,609
+834
+22% +$37.5K ﹤0.01% 2746
2020
Q1 		$139K Sell
3,775
-117
-3% -$5.24K ﹤0.01% 2472
2019
Q4 		$184K Buy
3,892
+361
+10% +$14K ﹤0.01% 3205
2019
Q3 		$124K Buy
3,531
+678
+24% +$23.5K ﹤0.01% 3186
2019
Q2 		$112K Buy
2,853
+1,028
+56% +$41.4K ﹤0.01% 3267
2019
Q1 		$80K Sell
1,825
-218
-11% -$8.29K ﹤0.01% 3154
2018
Q4 		$71K Buy
2,043
+1,995
+4,156% +$63.2K ﹤0.01% 3123
2018
Q3 		$2K Sell
48
-1
-2% -$31 ﹤0.01% 4366
2018
Q2 		$1K Buy
+49
New +$1.05K ﹤0.01% 4542

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's KIDS Position: Q3 2023 in Review

Bank of Montreal sold out of OrthoPediatrics (KIDS) in Q3 2023, closing a stake of 20,832 shares — an estimated $1.01M sold.

Bank of Montreal first reported a position in KIDS in Q2 2018 and held it in 18 quarters. The position peaked at $1.74M in Q3 2021. 117 funds tracked by Wall St. Rank hold KIDS as of Q3 2023.

  • Bank of Montreal reported no remaining OrthoPediatrics position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 20,832 OrthoPediatrics shares in Q3 2023, an estimated $1.01M.
  • Bank of Montreal first reported a position in OrthoPediatrics in Q2 2018 and held it in 18 quarters.
  • Bank of Montreal's OrthoPediatrics position peaked at $1.74M in Q3 2021.
  • 117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.