Bank of Montreal
LEAF

Bank of Montreal’s Leaf Group Ltd. LEAF Stock Holding History

Bank of Montreal’s Portfolio LEAF Stock Details LEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,141
Closed -$29K – 4997
2019
Q4 		$29K Buy
7,141
+4,947
+225% +$18.2K ﹤0.01% 4111
2019
Q3 		$9K Buy
2,194
+607
+38% +$3.22K ﹤0.01% 4466
2019
Q2 		$12K Buy
1,587
+1,480
+1,383% +$11.4K ﹤0.01% 4466
2019
Q1 		$1K Sell
107
-229
-68% -$1.82K ﹤0.01% 4242
2018
Q4 		$3K Buy
336
+120
+56% +$1.03K ﹤0.01% 4319
2018
Q3 		$2K Sell
216
-2
-0.9% -$22 ﹤0.01% 4446
2018
Q2 		$2K Buy
218
+116
+114% +$1.04K ﹤0.01% 4450
2018
Q1 		$1K Hold
102
– – ﹤0.01% 4124
2017
Q4 		$1K Hold
102
– – ﹤0.01% 4128
2017
Q3 		$1K Buy
+102
New +$727 ﹤0.01% 4124
2016
Q1 		– Sell
-96
Closed -$1K – 4469
2015
Q4 		$1K Buy
+96
New +$499 ﹤0.01% 4141
2014
Q3 		– Sell
-464
Closed -$4K – 4557
2014
Q2 		$4K Buy
+464
New +$4.07K ﹤0.01% 4306

Other funds holding LEAF

OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of Montreal's LEAF Position: Q1 2020 in Review

Bank of Montreal sold out of Leaf Group Ltd. (LEAF) in Q1 2020, closing a stake of 7,141 shares — an estimated $29K sold.

Bank of Montreal first reported a position in LEAF in Q2 2014 and held it in 12 quarters. The position peaked at $29K in Q4 2019. 62 funds tracked by Wall St. Rank hold LEAF as of Q1 2020.

  • Bank of Montreal reported no remaining Leaf Group Ltd. position as of Q1 2020 after selling out during the quarter.
  • Bank of Montreal sold 7,141 Leaf Group Ltd. shares in Q1 2020, an estimated $29K.
  • Bank of Montreal first reported a position in Leaf Group Ltd. in Q2 2014 and held it in 12 quarters.
  • Bank of Montreal's Leaf Group Ltd. position peaked at $29K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.