Bank of Montreal
ONEW icon

Bank of Montreal’s OneWater Marine ONEW Stock Holding History

Bank of Montreal’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-312
Closed -$14K – 4559
2021
Q1 		$14K Sell
312
-1,029
-77% -$37.3K ﹤0.01% 4211
2020
Q4 		$45K Buy
1,341
+1,101
+459% +$26.5K ﹤0.01% 4005
2020
Q3 		$5K Sell
240
-119
-33% -$3.01K ﹤0.01% 4435
2020
Q2 		$8K Buy
+359
New +$5.07K ﹤0.01% 4277

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's ONEW Position: Q2 2021 in Review

Bank of Montreal sold out of OneWater Marine (ONEW) in Q2 2021, closing a stake of 312 shares — an estimated $14K sold.

Bank of Montreal first reported a position in ONEW in Q2 2020 and held it in 4 quarters. The position peaked at $45K in Q4 2020. 109 funds tracked by Wall St. Rank hold ONEW as of Q2 2021.

  • Bank of Montreal reported no remaining OneWater Marine position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 312 OneWater Marine shares in Q2 2021, an estimated $14K.
  • Bank of Montreal first reported a position in OneWater Marine in Q2 2020 and held it in 4 quarters.
  • Bank of Montreal's OneWater Marine position peaked at $45K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.