Bank of Montreal
LBC

Bank of Montreal’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Bank of Montreal’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,300
Closed -$130K – 4386
2023
Q3 		$130K Sell
12,300
-38,757
-76% -$360K ﹤0.01% 3218
2023
Q2 		$487K Buy
+51,057
New +$463K ﹤0.01% 2621
2021
Q2 		– Sell
-494
Closed -$6K – 5153
2021
Q1 		$6K Sell
494
-2,324
-82% -$24.9K ﹤0.01% 4602
2020
Q4 		$29K Buy
2,818
+1,970
+232% +$19.4K ﹤0.01% 4246
2020
Q3 		$7K Sell
848
-631
-43% -$5.89K ﹤0.01% 4308
2020
Q2 		$13K Buy
1,479
+1,309
+770% +$12.6K ﹤0.01% 4057
2020
Q1 		$2K Sell
170
-2,401
-93% -$25K ﹤0.01% 3905
2019
Q4 		$30K Buy
2,571
+820
+47% +$9.33K ﹤0.01% 4090
2019
Q3 		$20K Buy
1,751
+51
+3% +$556 ﹤0.01% 4107
2019
Q2 		$19K Buy
1,700
+1,696
+42,400% +$17.7K ﹤0.01% 4223
2019
Q1 		$0 Sell
4
-286
-99% -$2.86K ﹤0.01% 4849
2018
Q4 		$3K Buy
290
+149
+106% +$1.45K ﹤0.01% 4299
2018
Q3 		$2K Buy
141
+40
+40% +$450 ﹤0.01% 4422
2018
Q2 		$1K Buy
+101
New +$1.24K ﹤0.01% 4617

Other funds holding LBC

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of Montreal sold out of Luther Burbank Corporation Common Stock (LBC) in Q4 2023, closing a stake of 12,300 shares — an estimated $130K sold.

Bank of Montreal first reported a position in LBC in Q2 2018 and held it in 14 quarters. The position peaked at $487K in Q2 2023. 66 funds tracked by Wall St. Rank hold LBC as of Q4 2023.

  • Bank of Montreal reported no remaining Luther Burbank Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 12,300 Luther Burbank Corporation Common Stock shares in Q4 2023, an estimated $130K.
  • Bank of Montreal first reported a position in Luther Burbank Corporation Common Stock in Q2 2018 and held it in 14 quarters.
  • Bank of Montreal's Luther Burbank Corporation Common Stock position peaked at $487K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q4 2023.

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