Bank of Montreal
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Bank of Montreal’s LSI Industries LYTS Stock Holding History

Bank of Montreal’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,697
Closed -$375K – 4084
2024
Q2 		$375K Buy
+25,697
New +$388K ﹤0.01% 2597
2021
Q2 		– Sell
-746
Closed -$7K – 4401
2021
Q1 		$7K Sell
746
-3,242
-81% -$30.2K ﹤0.01% 4525
2020
Q4 		$33K Buy
3,988
+2,800
+236% +$21.6K ﹤0.01% 4162
2020
Q3 		$8K Sell
1,188
-885
-43% -$5.72K ﹤0.01% 4231
2020
Q2 		$12K Buy
+2,073
New +$12K ﹤0.01% 4086
2018
Q3 		– Sell
-14,224
Closed -$76K – 4829
2018
Q2 		$76K Buy
14,224
+5,129
+56% +$31.2K ﹤0.01% 3253
2018
Q1 		$74K Buy
+9,095
New +$70.9K ﹤0.01% 3079
2017
Q3 		– Sell
-32
Closed – – 4257
2017
Q2 		$0 Hold
32
– – ﹤0.01% 4226
2017
Q1 		$0 Sell
32
-14,986
-100% -$145K ﹤0.01% 4102
2016
Q4 		$148K Buy
15,018
+2,978
+25% +$29.3K ﹤0.01% 2640
2016
Q3 		$135K Sell
12,040
-4,605
-28% -$49.1K ﹤0.01% 2619
2016
Q2 		$184K Sell
16,645
-4,792
-22% -$56.9K ﹤0.01% 2507
2016
Q1 		$252K Sell
21,437
-1,500
-7% -$16.3K ﹤0.01% 2334
2015
Q4 		$280K Buy
+22,937
New +$249K ﹤0.01% 2235
2015
Q1 		– Sell
-2,780
Closed -$19K – 4112
2014
Q4 		$19K Hold
2,780
– – ﹤0.01% 3368
2014
Q3 		$17K Sell
2,780
-530
-16% -$3.73K ﹤0.01% 3509
2014
Q2 		$26K Buy
3,310
+530
+19% +$4.18K ﹤0.01% 3477
2014
Q1 		$23K Hold
2,780
– – ﹤0.01% 3434
2013
Q4 		$24K Hold
2,780
– – ﹤0.01% 3162
2013
Q3 		$23K Hold
2,780
– – ﹤0.01% 3176
2013
Q2 		$22K Buy
+2,780
New +$21K ﹤0.01% 3049

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of Montreal sold out of LSI Industries (LYTS) in Q3 2024, closing a stake of 25,697 shares — an estimated $375K sold.

Bank of Montreal first reported a position in LYTS in Q2 2013 and held it in 21 quarters. The position peaked at $375K in Q2 2024. 139 funds tracked by Wall St. Rank hold LYTS as of Q3 2024.

  • Bank of Montreal reported no remaining LSI Industries position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 25,697 LSI Industries shares in Q3 2024, an estimated $375K.
  • Bank of Montreal first reported a position in LSI Industries in Q2 2013 and held it in 21 quarters.
  • Bank of Montreal's LSI Industries position peaked at $375K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held LSI Industries as of Q3 2024.

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