Bank of Montreal
ML

Bank of Montreal’s MoneyLion Inc. ML Stock Holding History

Bank of Montreal’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-103,470
Closed -$7.86M – 4366
2024
Q2 		$7.86M Buy
103,470
+98,680
+2,060% +$7.75M ﹤0.01% 1102
2024
Q1 		$354K Sell
4,790
-114
-2% -$6.39K ﹤0.01% 2677
2023
Q4 		$321K Buy
+4,904
New +$165K ﹤0.01% 2820
2023
Q1 		– Sell
-672
Closed -$12.5K – 4400
2022
Q4 		$12.5K Buy
+672
New +$16.5K ﹤0.01% 3753
2021
Q3 		– Sell
-30,000
Closed -$8.96M – 4005
2021
Q2 		$8.96M Buy
+30,000
New +$8.94M ﹤0.01% 1326
2020
Q4 		– Sell
-34,377
Closed -$10.1M – 5177
2020
Q3 		$10.1M Buy
+34,377
New +$10.1M 0.01% 860

Other funds holding ML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's ML Position: Q3 2024 in Review

Bank of Montreal sold out of MoneyLion Inc. (ML) in Q3 2024, closing a stake of 103,470 shares — an estimated $7.86M sold.

Bank of Montreal first reported a position in ML in Q3 2020 and held it in 6 quarters. The position peaked at $10.1M in Q3 2020. 114 funds tracked by Wall St. Rank hold ML as of Q3 2024.

  • Bank of Montreal reported no remaining MoneyLion Inc. position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 103,470 MoneyLion Inc. shares in Q3 2024, an estimated $7.86M.
  • Bank of Montreal first reported a position in MoneyLion Inc. in Q3 2020 and held it in 6 quarters.
  • Bank of Montreal's MoneyLion Inc. position peaked at $10.1M in Q3 2020.
  • 114 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.