Bank of Montreal
NUVL

Bank of Montreal’s Nuvalent NUVL Stock Holding History

Bank of Montreal’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-77,755
Closed -$6.29M – 4126
2024
Q2 		$6.29M Sell
77,755
-116,423
-60% -$8.28M ﹤0.01% 1180
2024
Q1 		$14.6M Buy
194,178
+105,100
+118% +$8.36M ﹤0.01% 844
2023
Q4 		$6.69M Buy
+89,078
New +$5.51M ﹤0.01% 1167

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

Bank of Montreal sold out of Nuvalent (NUVL) in Q3 2024, closing a stake of 77,755 shares — an estimated $6.29M sold.

Bank of Montreal first reported a position in NUVL in Q4 2023 and held it in 3 quarters. The position peaked at $14.6M in Q1 2024. 193 funds tracked by Wall St. Rank hold NUVL as of Q3 2024.

  • Bank of Montreal reported no remaining Nuvalent position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 77,755 Nuvalent shares in Q3 2024, an estimated $6.29M.
  • Bank of Montreal first reported a position in Nuvalent in Q4 2023 and held it in 3 quarters.
  • Bank of Montreal's Nuvalent position peaked at $14.6M in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Nuvalent as of Q3 2024.

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