Bank of Montreal’s Nerdy NRDY Stock Holding History

Bank of Montreal’s Portfolio NRDY Stock Details NRDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-62,161	Closed	-$2.11M	–	4062
2022 Q4	$2.11M	Buy	+62,161	New	+$2.02M	﹤0.01%	1771

Other funds holding NRDY

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

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

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal's NRDY Position: Q1 2023 in Review

Bank of Montreal sold out of Nerdy (NRDY) in Q1 2023, closing a stake of 62,161 shares — an estimated $2.11M sold.

Bank of Montreal first reported a position in NRDY in Q4 2022 and held it in 1 quarter. The position peaked at $2.11M in Q4 2022. 87 funds tracked by Wall St. Rank hold NRDY as of Q1 2023.

Bank of Montreal reported no remaining Nerdy position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 62,161 Nerdy shares in Q1 2023, an estimated $2.11M.
Bank of Montreal first reported a position in Nerdy in Q4 2022 and held it in 1 quarter.
Bank of Montreal's Nerdy position peaked at $2.11M in Q4 2022.
87 funds tracked by Wall St. Rank held Nerdy as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.