Bank of Montreal
PAL

Bank of Montreal’s Proficient Auto Logistics PAL Stock Holding History

Bank of Montreal’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,830
Closed -$275K – 4314
2024
Q2 		$275K Buy
+16,830
New +$257K ﹤0.01% 2793

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Bank of Montreal sold out of Proficient Auto Logistics (PAL) in Q3 2024, closing a stake of 16,830 shares — an estimated $275K sold.

Bank of Montreal first reported a position in PAL in Q2 2024 and held it in 1 quarter. The position peaked at $275K in Q2 2024. 73 funds tracked by Wall St. Rank hold PAL as of Q3 2024.

  • Bank of Montreal reported no remaining Proficient Auto Logistics position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 16,830 Proficient Auto Logistics shares in Q3 2024, an estimated $275K.
  • Bank of Montreal first reported a position in Proficient Auto Logistics in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's Proficient Auto Logistics position peaked at $275K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2024.

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