Bank of Montreal
KVHI icon

Bank of Montreal’s KVH Industries KVHI Stock Holding History

Bank of Montreal’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-111,013
Closed -$1.62M – 3889
2021
Q2 		$1.62M Buy
111,013
+31,054
+39% +$420K ﹤0.01% 2185
2021
Q1 		$1.07M Buy
79,959
+77,378
+2,998% +$1.03M ﹤0.01% 2142
2020
Q4 		$31K Buy
2,581
+1,804
+232% +$17.8K ﹤0.01% 4206
2020
Q3 		$7K Sell
777
-538
-41% -$4.51K ﹤0.01% 4280
2020
Q2 		$10K Buy
+1,315
New +$11.6K ﹤0.01% 4169
2020
Q1 		– Sell
-2,110
Closed -$23K – 4404
2019
Q4 		$23K Buy
2,110
+687
+48% +$7.3K ﹤0.01% 4241
2019
Q3 		$15K Buy
1,423
+64
+5% +$635 ﹤0.01% 4239
2019
Q2 		$15K Buy
+1,359
New +$13.4K ﹤0.01% 4335
2019
Q1 		– Sell
-223
Closed -$2K – 4534
2018
Q4 		$2K Buy
223
+112
+101% +$1.28K ﹤0.01% 4380
2018
Q3 		$1K Sell
111
-4
-3% -$50 ﹤0.01% 4550
2018
Q2 		$2K Buy
+115
New +$1.28K ﹤0.01% 4365
2017
Q4 		– Sell
-9,666
Closed -$116K – 4253
2017
Q3 		$116K Sell
9,666
-2,002
-17% -$21.8K ﹤0.01% 2923
2017
Q2 		$110K Sell
11,668
-283
-2% -$2.52K ﹤0.01% 2948
2017
Q1 		$100K Buy
11,951
+11,668
+4,123% +$114K ﹤0.01% 2821
2016
Q4 		$3K Hold
283
– – ﹤0.01% 3828
2016
Q3 		$2K Hold
283
– – ﹤0.01% 3854
2016
Q2 		$2K Hold
283
– – ﹤0.01% 3897
2016
Q1 		$3K Buy
+283
New +$2.54K ﹤0.01% 3916
2014
Q3 		– Sell
-390
Closed -$5K – 4220
2014
Q2 		$5K Buy
+390
New +$5.16K ﹤0.01% 4169

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's KVHI Position: Q3 2021 in Review

Bank of Montreal sold out of KVH Industries (KVHI) in Q3 2021, closing a stake of 111,013 shares — an estimated $1.62M sold.

Bank of Montreal first reported a position in KVHI in Q2 2014 and held it in 19 quarters. The position peaked at $1.62M in Q2 2021. 69 funds tracked by Wall St. Rank hold KVHI as of Q3 2021.

  • Bank of Montreal reported no remaining KVH Industries position as of Q3 2021 after selling out during the quarter.
  • Bank of Montreal sold 111,013 KVH Industries shares in Q3 2021, an estimated $1.62M.
  • Bank of Montreal first reported a position in KVH Industries in Q2 2014 and held it in 19 quarters.
  • Bank of Montreal's KVH Industries position peaked at $1.62M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q3 2021.

Based on Bank of Montreal's 13F filing for Q3 2021, filed 12 Nov 2021.