Bank of Montreal
LPRO

Bank of Montreal’s Open Lending Corp LPRO Stock Holding History

Bank of Montreal’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-64,910
Closed -$528K – 4173
2023
Q3 		$528K Sell
64,910
-932
-1% -$8.53K ﹤0.01% 2420
2023
Q2 		$709K Buy
65,842
+844
+1% +$7.46K ﹤0.01% 2369
2023
Q1 		$458K Sell
64,998
-1,361
-2% -$10.6K ﹤0.01% 2508
2022
Q4 		$450K Buy
+66,359
New +$467K ﹤0.01% 2674

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's LPRO Position: Q4 2023 in Review

Bank of Montreal sold out of Open Lending Corp (LPRO) in Q4 2023, closing a stake of 64,910 shares — an estimated $528K sold.

Bank of Montreal first reported a position in LPRO in Q4 2022 and held it in 4 quarters. The position peaked at $709K in Q2 2023. 137 funds tracked by Wall St. Rank hold LPRO as of Q4 2023.

  • Bank of Montreal reported no remaining Open Lending Corp position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 64,910 Open Lending Corp shares in Q4 2023, an estimated $528K.
  • Bank of Montreal first reported a position in Open Lending Corp in Q4 2022 and held it in 4 quarters.
  • Bank of Montreal's Open Lending Corp position peaked at $709K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.