Bank of Montreal
LOAN

Bank of Montreal’s Manhattan Bridge Capital LOAN Stock Holding History

Bank of Montreal’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,420
Closed -$157K – 4010
2022
Q4 		$157K Buy
+21,420
New +$119K ﹤0.01% 3235
2019
Q1 		– Sell
-3,875
Closed -$22K – 4548
2018
Q4 		$22K Sell
3,875
-465
-11% -$2.79K ﹤0.01% 3608
2018
Q3 		$28K Buy
+4,340
New +$29.5K ﹤0.01% 3593

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

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

Bank of Montreal sold out of Manhattan Bridge Capital (LOAN) in Q1 2023, closing a stake of 21,420 shares — an estimated $157K sold.

Bank of Montreal first reported a position in LOAN in Q3 2018 and held it in 3 quarters. The position peaked at $157K in Q4 2022. 40 funds tracked by Wall St. Rank hold LOAN as of Q1 2023.

  • Bank of Montreal reported no remaining Manhattan Bridge Capital position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 21,420 Manhattan Bridge Capital shares in Q1 2023, an estimated $157K.
  • Bank of Montreal first reported a position in Manhattan Bridge Capital in Q3 2018 and held it in 3 quarters.
  • Bank of Montreal's Manhattan Bridge Capital position peaked at $157K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2023.

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