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
2023 Q1	–	Sell	-130	Closed	-$5.62K	–	4304
2022 Q4	$5.62K	Hold	130	–	–	﹤0.01%	3825
2022 Q3	$8	Hold	130	–	–	﹤0.01%	3894
2022 Q2	$7	Buy	+130	New	+$7.53K	﹤0.01%	3907

Other funds holding ME

NCPI

NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.