Bank of Montreal’s LoveSac LOVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-82,800	Closed	-$5.17M	–	4382
2021 Q1	$5.17M	Buy	+82,800	New	+$4.58M	﹤0.01%	1329

Other funds holding LOVE

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of Montreal's LOVE Position: Q3 2023 in Review

Bank of Montreal sold out of LoveSac (LOVE) in Q3 2023, closing a stake of 26,645 shares — an estimated $722K sold.

Bank of Montreal first reported a position in LOVE in Q3 2018 and held it in 13 quarters. The position peaked at $2.27M in Q1 2021. 114 funds tracked by Wall St. Rank hold LOVE as of Q3 2023.

Bank of Montreal reported no remaining LoveSac position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 26,645 LoveSac shares in Q3 2023, an estimated $722K.
Bank of Montreal first reported a position in LoveSac in Q3 2018 and held it in 13 quarters.
Bank of Montreal's LoveSac position peaked at $2.27M in Q1 2021.
114 funds tracked by Wall St. Rank held LoveSac as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.