Bank of Montreal’s Li Auto LI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-25,000	Closed	-$820K	–	5240
2020 Q4	$820K	Buy	+25,000	New	+$685K	﹤0.01%	2373

Other funds holding LI

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

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

Bank of Montreal's LI Position: Q3 2024 in Review

Bank of Montreal sold out of Li Auto (LI) in Q3 2024, closing a stake of 114,124 shares — an estimated $2.04M sold.

Bank of Montreal first reported a position in LI in Q3 2020 and held it in 8 quarters. The position peaked at $16.8M in Q1 2022. 217 funds tracked by Wall St. Rank hold LI as of Q3 2024.

Bank of Montreal reported no remaining Li Auto position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 114,124 Li Auto shares in Q3 2024, an estimated $2.04M.
Bank of Montreal first reported a position in Li Auto in Q3 2020 and held it in 8 quarters.
Bank of Montreal's Li Auto position peaked at $16.8M in Q1 2022.
217 funds tracked by Wall St. Rank held Li Auto as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.