Bank of Montreal’s Klaviyo KVYO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-284,025	Closed	-$9.8M	–	4170
2023 Q3	$9.8M	Buy	+284,025	New	+$9.75M	﹤0.01%	999

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of Montreal sold out of Klaviyo (KVYO) in Q4 2023, closing a stake of 284,025 shares — an estimated $9.8M sold.

Bank of Montreal first reported a position in KVYO in Q3 2023 and held it in 1 quarter. The position peaked at $9.8M in Q3 2023. 102 funds tracked by Wall St. Rank hold KVYO as of Q4 2023.

Bank of Montreal reported no remaining Klaviyo position as of Q4 2023 after selling out during the quarter.
Bank of Montreal sold 284,025 Klaviyo shares in Q4 2023, an estimated $9.8M.
Bank of Montreal first reported a position in Klaviyo in Q3 2023 and held it in 1 quarter.
Bank of Montreal's Klaviyo position peaked at $9.8M in Q3 2023.
102 funds tracked by Wall St. Rank held Klaviyo as of Q4 2023.

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