Bank of Montreal’s Lifezone Metals LZM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,307	Closed	-$176K	–	3640
2024 Q4	$176K	Buy	+25,307	New	+$169K	﹤0.01%	2804

Other funds holding LZM

CCM

Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal's LZM Position: Q1 2025 in Review

Bank of Montreal sold out of Lifezone Metals (LZM) in Q1 2025, closing a stake of 25,307 shares — an estimated $176K sold.

Bank of Montreal first reported a position in LZM in Q4 2024 and held it in 1 quarter. The position peaked at $176K in Q4 2024. 65 funds tracked by Wall St. Rank hold LZM as of Q1 2025.

Bank of Montreal reported no remaining Lifezone Metals position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 25,307 Lifezone Metals shares in Q1 2025, an estimated $176K.
Bank of Montreal first reported a position in Lifezone Metals in Q4 2024 and held it in 1 quarter.
Bank of Montreal's Lifezone Metals position peaked at $176K in Q4 2024.
65 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.