Bank of Montreal
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Bank of Montreal’s Nathan's Famous NATH Stock Holding History

Bank of Montreal’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,800
Closed -$312K – 4085
2023
Q2 		$312K Buy
+3,800
New +$284K ﹤0.01% 2914
2021
Q2 		– Sell
-230
Closed -$15K – 4488
2021
Q1 		$15K Sell
230
-359
-61% -$22.2K ﹤0.01% 4182
2020
Q4 		$34K Buy
589
+302
+105% +$16.7K ﹤0.01% 4145
2020
Q3 		$15K Sell
287
-100
-26% -$5.27K ﹤0.01% 3951
2020
Q2 		$20K Buy
387
+232
+150% +$13.2K ﹤0.01% 3846
2020
Q1 		$9K Sell
155
-365
-70% -$23.5K ﹤0.01% 3521
2019
Q4 		$37K Buy
520
+108
+26% +$7.96K ﹤0.01% 3995
2019
Q3 		$29K Buy
412
+13
+3% +$923 ﹤0.01% 3882
2019
Q2 		$31K Buy
399
+244
+157% +$16.7K ﹤0.01% 3917
2019
Q1 		$11K Sell
155
-39
-20% -$2.77K ﹤0.01% 3845
2018
Q4 		$13K Buy
194
+19
+11% +$1.4K ﹤0.01% 3802
2018
Q3 		$15K Hold
175
– – ﹤0.01% 3800
2018
Q2 		$17K Buy
175
+20
+13% +$1.66K ﹤0.01% 3796
2018
Q1 		$11K Hold
155
– – ﹤0.01% 3734
2017
Q4 		$12K Hold
155
– – ﹤0.01% 3723
2017
Q3 		$11K Hold
155
– – ﹤0.01% 3669
2017
Q2 		$10K Hold
155
– – ﹤0.01% 3713
2017
Q1 		$10K Hold
155
– – ﹤0.01% 3550
2016
Q4 		$10K Buy
+155
New +$8.81K ﹤0.01% 3604
2015
Q4 		– Sell
-1,524
Closed -$58K – 4345
2015
Q3 		$58K Hold
1,524
– – ﹤0.01% 2863
2015
Q2 		$56K Buy
1,524
+600
+65% +$25.8K ﹤0.01% 2976
2015
Q1 		$50K Sell
924
-302
-25% -$23K ﹤0.01% 2924
2014
Q4 		$98K Buy
+1,226
New +$89.3K ﹤0.01% 2790
2014
Q3 		– Sell
-70
Closed -$4K – 4263
2014
Q2 		$4K Buy
+70
New +$3.54K ﹤0.01% 4263

Other funds holding NATH

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of Montreal's NATH Position: Q3 2023 in Review

Bank of Montreal sold out of Nathan's Famous (NATH) in Q3 2023, closing a stake of 3,800 shares — an estimated $312K sold.

Bank of Montreal first reported a position in NATH in Q2 2014 and held it in 24 quarters. The position peaked at $312K in Q2 2023. 67 funds tracked by Wall St. Rank hold NATH as of Q3 2023.

  • Bank of Montreal reported no remaining Nathan's Famous position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 3,800 Nathan's Famous shares in Q3 2023, an estimated $312K.
  • Bank of Montreal first reported a position in Nathan's Famous in Q2 2014 and held it in 24 quarters.
  • Bank of Montreal's Nathan's Famous position peaked at $312K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Nathan's Famous as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.