Bank of Montreal
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Bank of Montreal’s Matthews China Active ETF MCH Stock Holding History

Bank of Montreal’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,067
Closed -$76.5K – 4102
2024
Q1 		$76.5K Sell
4,067
-13,033
-76% -$237K ﹤0.01% 3353
2023
Q4 		$341K Buy
+17,100
New +$334K ﹤0.01% 2781
2023
Q3 		– Sell
-13,708
Closed -$310K – 4062
2023
Q2 		$310K Sell
13,708
-7,892
-37% -$174K ﹤0.01% 2921
2023
Q1 		$522K Buy
+21,600
New +$550K ﹤0.01% 2435

Other funds holding MCH

KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's MCH Position: Q2 2024 in Review

Bank of Montreal sold out of Matthews China Active ETF (MCH) in Q2 2024, closing a stake of 4,067 shares — an estimated $76.5K sold.

Bank of Montreal first reported a position in MCH in Q1 2023 and held it in 4 quarters. The position peaked at $522K in Q1 2023. 12 funds tracked by Wall St. Rank hold MCH as of Q2 2024.

  • Bank of Montreal reported no remaining Matthews China Active ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,067 Matthews China Active ETF shares in Q2 2024, an estimated $76.5K.
  • Bank of Montreal first reported a position in Matthews China Active ETF in Q1 2023 and held it in 4 quarters.
  • Bank of Montreal's Matthews China Active ETF position peaked at $522K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.