Bank of Montreal
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Bank of Montreal’s Ooma OOMA Stock Holding History

Bank of Montreal’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,388
Closed -$103K – 4132
2024
Q2 		$103K Buy
+10,388
New +$82.6K ﹤0.01% 3225
2024
Q1 		– Sell
-18,866
Closed -$208K – 4206
2023
Q4 		$208K Buy
+18,866
New +$214K ﹤0.01% 3115
2023
Q2 		– Sell
-43,691
Closed -$558K – 4207
2023
Q1 		$558K Buy
+43,691
New +$585K ﹤0.01% 2399
2021
Q2 		– Sell
-625
Closed -$10K – 4561
2021
Q1 		$10K Sell
625
-2,648
-81% -$41.2K ﹤0.01% 4377
2020
Q4 		$48K Buy
3,273
+2,311
+240% +$34.1K ﹤0.01% 3966
2020
Q3 		$13K Sell
962
-687
-42% -$10.5K ﹤0.01% 4029
2020
Q2 		$29K Buy
+1,649
New +$20.6K ﹤0.01% 3687
2020
Q1 		– Sell
-2,535
Closed -$34K – 4523
2019
Q4 		$34K Buy
2,535
+833
+49% +$10.1K ﹤0.01% 4028
2019
Q3 		$18K Sell
1,702
-11,769
-87% -$138K ﹤0.01% 4153
2019
Q2 		$141K Buy
13,471
+3,916
+41% +$49.7K ﹤0.01% 3122
2019
Q1 		$126K Sell
9,555
-259
-3% -$3.9K ﹤0.01% 2958
2018
Q4 		$136K Buy
9,814
+136
+1% +$1.98K ﹤0.01% 2785
2018
Q3 		$160K Buy
9,678
+9,548
+7,345% +$153K ﹤0.01% 2873
2018
Q2 		$2K Buy
+130
New +$1.52K ﹤0.01% 4379

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Bank of Montreal sold out of Ooma (OOMA) in Q3 2024, closing a stake of 10,388 shares — an estimated $103K sold.

Bank of Montreal first reported a position in OOMA in Q2 2018 and held it in 14 quarters. The position peaked at $558K in Q1 2023. 116 funds tracked by Wall St. Rank hold OOMA as of Q3 2024.

  • Bank of Montreal reported no remaining Ooma position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 10,388 Ooma shares in Q3 2024, an estimated $103K.
  • Bank of Montreal first reported a position in Ooma in Q2 2018 and held it in 14 quarters.
  • Bank of Montreal's Ooma position peaked at $558K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Ooma as of Q3 2024.

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