Bank of Montreal
MITT

Bank of Montreal’s TPG Mortgage Investment Trust MITT Stock Holding History

Bank of Montreal’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,262
Closed -$72.9K – 4162
2023
Q4 		$72.9K Sell
11,262
-15,820
-58% -$85.9K ﹤0.01% 3463
2023
Q3 		$172K Buy
+27,082
New +$172K ﹤0.01% 3111
2020
Q1 		– Sell
-1,378
Closed -$64K – 4461
2019
Q4 		$64K Buy
1,378
+426
+45% +$19.6K ﹤0.01% 3722
2019
Q3 		$43K Buy
952
+35
+4% +$1.65K ﹤0.01% 3700
2019
Q2 		$44K Buy
+917
New +$45.2K ﹤0.01% 3759
2019
Q1 		– Sell
-130
Closed -$6K – 4580
2018
Q4 		$6K Buy
130
+65
+100% +$3.41K ﹤0.01% 4027
2018
Q3 		$4K Sell
65
-1
-2% -$57 ﹤0.01% 4168
2018
Q2 		$4K Buy
+66
New +$3.63K ﹤0.01% 4179
2016
Q2 		– Sell
-133
Closed -$5K – 4234
2016
Q1 		$5K Buy
+133
New +$4.85K ﹤0.01% 3785
2014
Q3 		– Sell
-230
Closed -$13K – 4253
2014
Q2 		$13K Buy
+230
New +$12.7K ﹤0.01% 3770

Other funds holding MITT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of Montreal's MITT Position: Q1 2024 in Review

Bank of Montreal sold out of TPG Mortgage Investment Trust (MITT) in Q1 2024, closing a stake of 11,262 shares — an estimated $72.9K sold.

Bank of Montreal first reported a position in MITT in Q2 2014 and held it in 10 quarters. The position peaked at $172K in Q3 2023. 77 funds tracked by Wall St. Rank hold MITT as of Q1 2024.

  • Bank of Montreal reported no remaining TPG Mortgage Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,262 TPG Mortgage Investment Trust shares in Q1 2024, an estimated $72.9K.
  • Bank of Montreal first reported a position in TPG Mortgage Investment Trust in Q2 2014 and held it in 10 quarters.
  • Bank of Montreal's TPG Mortgage Investment Trust position peaked at $172K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.