Bank of Montreal
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Bank of Montreal’s Pangaea Logistics PANL Stock Holding History

Bank of Montreal’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,524
Closed -$85K – 4112
2023
Q2 		$85K Buy
+12,524
New +$77.3K ﹤0.01% 3489
2021
Q2 		– Sell
-290
Closed -$1K – 4583
2021
Q1 		$1K Sell
290
-1,340
-82% -$4.07K ﹤0.01% 4990
2020
Q4 		$5K Buy
1,630
+1,141
+233% +$3.22K ﹤0.01% 4761
2020
Q3 		$1K Sell
489
-580
-54% -$1.33K ﹤0.01% 4704
2020
Q2 		$2K Buy
+1,069
New +$2.33K ﹤0.01% 4522

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of Montreal's PANL Position: Q3 2023 in Review

Bank of Montreal sold out of Pangaea Logistics (PANL) in Q3 2023, closing a stake of 12,524 shares — an estimated $85K sold.

Bank of Montreal first reported a position in PANL in Q2 2020 and held it in 5 quarters. The position peaked at $85K in Q2 2023. 80 funds tracked by Wall St. Rank hold PANL as of Q3 2023.

  • Bank of Montreal reported no remaining Pangaea Logistics position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 12,524 Pangaea Logistics shares in Q3 2023, an estimated $85K.
  • Bank of Montreal first reported a position in Pangaea Logistics in Q2 2020 and held it in 5 quarters.
  • Bank of Montreal's Pangaea Logistics position peaked at $85K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Pangaea Logistics as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.