Bank of Montreal’s Lavoro LVRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,172	Closed	-$46.7K	–	3782
2024 Q3	$46.7K	Buy	+12,172	New	+$59.6K	﹤0.01%	3430
2023 Q4	–	Sell	-13,674	Closed	-$90.9K	–	4176
2023 Q3	$90.9K	Buy	+13,674	New	+$81.8K	﹤0.01%	3309

Other funds holding LVRO

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 13.88% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Quarry LP New York $558M AUM 23.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's LVRO Position: Q4 2024 in Review

Bank of Montreal sold out of Lavoro (LVRO) in Q4 2024, closing a stake of 12,172 shares — an estimated $46.7K sold.

Bank of Montreal first reported a position in LVRO in Q3 2023 and held it in 2 quarters. The position peaked at $90.9K in Q3 2023. 11 funds tracked by Wall St. Rank hold LVRO as of Q4 2024.

Bank of Montreal reported no remaining Lavoro position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 12,172 Lavoro shares in Q4 2024, an estimated $46.7K.
Bank of Montreal first reported a position in Lavoro in Q3 2023 and held it in 2 quarters.
Bank of Montreal's Lavoro position peaked at $90.9K in Q3 2023.
11 funds tracked by Wall St. Rank held Lavoro as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.