Bank of Montreal
ME

Bank of Montreal’s 23andMe Holding Co ME Stock Holding History

Bank of Montreal’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,025
Closed -$6.03K – 4047
2024
Q3 		$6.03K Sell
1,025
-723
-41% -$5.39K ﹤0.01% 3700
2024
Q2 		$15.5K Sell
1,748
-66
-4% -$632 ﹤0.01% 3608
2024
Q1 		$19.4K Sell
1,814
-100
-5% -$1.29K ﹤0.01% 3620
2023
Q4 		$36.6K Sell
1,914
-25
-1% -$432 ﹤0.01% 3633
2023
Q3 		$43K Buy
1,939
+700
+56% +$19.6K ﹤0.01% 3454
2023
Q2 		$46.3K Buy
1,239
+149
+14% +$5.93K ﹤0.01% 3615
2023
Q1 		$50.8K Buy
1,090
+241
+28% +$11.6K ﹤0.01% 3368
2022
Q4 		$36.7K Sell
849
-351
-29% -$20.4K ﹤0.01% 3600
2022
Q3 		$73 Sell
1,200
-33
-3% -$2.16K ﹤0.01% 3543
2022
Q2 		$64 Buy
1,233
+277
+29% +$16K ﹤0.01% 3571
2022
Q1 		$75K Buy
+956
New +$87.3K ﹤0.01% 3714
2021
Q2 		– Sell
-1,012
Closed -$204K – 5081
2021
Q1 		$204K Buy
+1,012
New +$247K ﹤0.01% 3111

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,025 shares — an estimated $6.03K sold.

Bank of Montreal first reported a position in ME in Q1 2021 and held it in 12 quarters. The position peaked at $204K in Q1 2021. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Bank of Montreal reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,025 23andMe Holding Co shares in Q4 2024, an estimated $6.03K.
  • Bank of Montreal first reported a position in 23andMe Holding Co in Q1 2021 and held it in 12 quarters.
  • Bank of Montreal's 23andMe Holding Co position peaked at $204K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

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