Bank of Montreal’s LeddarTech LDTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-285,400	Closed	-$1.44M	–	4003
2022 Q4	$1.44M	Buy	285,400 +161,760	+131%	+$812K	﹤0.01%	1969
2022 Q3	$616	Buy	123,640 +57,248	+86%	+$283K	﹤0.01%	2458
2022 Q2	$327	Hold	66,392	–	–	﹤0.01%	2955
2022 Q1	$325K	Buy	66,392 +29,580	+80%	+$144K	﹤0.01%	3143
2021 Q4	$180K	Buy	+36,812	New	+$180K	﹤0.01%	2984
2021 Q2	–	Sell	-600	Closed	-$3K	–	4357
2021 Q1	$3K	Buy	+600	New	+$2.96K	﹤0.01%	4825

Other funds holding LDTC

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

ASM

ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of Montreal's LDTC Position: Q1 2023 in Review

Bank of Montreal sold out of LeddarTech (LDTC) in Q1 2023, closing a stake of 285,400 shares — an estimated $1.44M sold.

Bank of Montreal first reported a position in LDTC in Q1 2021 and held it in 6 quarters. The position peaked at $1.44M in Q4 2022. 13 funds tracked by Wall St. Rank hold LDTC as of Q1 2023.

Bank of Montreal reported no remaining LeddarTech position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 285,400 LeddarTech shares in Q1 2023, an estimated $1.44M.
Bank of Montreal first reported a position in LeddarTech in Q1 2021 and held it in 6 quarters.
Bank of Montreal's LeddarTech position peaked at $1.44M in Q4 2022.
13 funds tracked by Wall St. Rank held LeddarTech as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.