Bank of Montreal
NOAH

Bank of Montreal’s Noah Holdings NOAH Stock Holding History

Bank of Montreal’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-90
Closed -$2K – 4772
2020
Q1 		$2K Sell
90
-5,678
-98% -$179K ﹤0.01% 3869
2019
Q4 		$204K Sell
5,768
-13,416
-70% -$409K ﹤0.01% 3156
2019
Q3 		$561K Buy
19,184
+16,162
+535% +$515K ﹤0.01% 2347
2019
Q2 		$129K Sell
3,022
-38,246
-93% -$1.76M ﹤0.01% 3188
2019
Q1 		$2M Sell
41,268
-3,016
-7% -$146K ﹤0.01% 1678
2018
Q4 		$1.92M Sell
44,284
-10,536
-19% -$437K ﹤0.01% 1536
2018
Q3 		$2.31M Buy
54,820
+9,241
+20% +$422K ﹤0.01% 1593
2018
Q2 		$2.38M Sell
45,579
-8,462
-16% -$478K ﹤0.01% 1563
2018
Q1 		$2.55M Sell
54,041
-4,264
-7% -$205K ﹤0.01% 1455
2017
Q4 		$2.7M Buy
58,305
+17,874
+44% +$736K ﹤0.01% 1443
2017
Q3 		$1.3M Buy
+40,431
New +$1.23M ﹤0.01% 1852
2015
Q2 		– Sell
-146
Closed -$3K – 4054
2015
Q1 		$3K Sell
146
-6,813
-98% -$143K ﹤0.01% 3721
2014
Q4 		$145K Sell
6,959
-5
-0.1% -$87 ﹤0.01% 2607
2014
Q3 		$93K Buy
6,964
+6,890
+9,311% +$104K ﹤0.01% 2861
2014
Q2 		$1K Sell
74
-5,187
-99% -$71K ﹤0.01% 4586
2014
Q1 		$76K Buy
5,261
+511
+11% +$7.78K ﹤0.01% 2926
2013
Q4 		$86K Buy
4,750
+1,150
+32% +$22.5K ﹤0.01% 2610
2013
Q3 		$61K Buy
+3,600
New +$50.3K ﹤0.01% 2725

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Bank of Montreal's NOAH Position: Q2 2020 in Review

Bank of Montreal sold out of Noah Holdings (NOAH) in Q2 2020, closing a stake of 90 shares — an estimated $2K sold.

Bank of Montreal first reported a position in NOAH in Q3 2013 and held it in 18 quarters. The position peaked at $2.7M in Q4 2017. 132 funds tracked by Wall St. Rank hold NOAH as of Q2 2020.

  • Bank of Montreal reported no remaining Noah Holdings position as of Q2 2020 after selling out during the quarter.
  • Bank of Montreal sold 90 Noah Holdings shares in Q2 2020, an estimated $2K.
  • Bank of Montreal first reported a position in Noah Holdings in Q3 2013 and held it in 18 quarters.
  • Bank of Montreal's Noah Holdings position peaked at $2.7M in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Noah Holdings as of Q2 2020.

Based on Bank of Montreal's 13F filing for Q2 2020, filed 12 Aug 2020.