Bank of Montreal’s PACS Group PACS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,925	Closed	-$274K	–	3989
2024 Q3	$274K	Buy	+6,925	New	+$252K	﹤0.01%	2840

Other funds holding PACS

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Bank of Montreal's PACS Position: Q4 2024 in Review

Bank of Montreal sold out of PACS Group (PACS) in Q4 2024, closing a stake of 6,925 shares — an estimated $274K sold.

Bank of Montreal first reported a position in PACS in Q3 2024 and held it in 1 quarter. The position peaked at $274K in Q3 2024. 147 funds tracked by Wall St. Rank hold PACS as of Q4 2024.

Bank of Montreal reported no remaining PACS Group position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 6,925 PACS Group shares in Q4 2024, an estimated $274K.
Bank of Montreal first reported a position in PACS Group in Q3 2024 and held it in 1 quarter.
Bank of Montreal's PACS Group position peaked at $274K in Q3 2024.
147 funds tracked by Wall St. Rank held PACS Group as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.