Bank of Montreal
PFHD

Bank of Montreal’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Bank of Montreal’s Portfolio PFHD Stock Details PFHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-204,835
Closed -$5.53M – 4479
2022
Q3 		$5.53M Buy
+204,835
New +$5.22M ﹤0.01% 1300
2021
Q2 		– Sell
-383
Closed -$7K – 5297
2021
Q1 		$7K Sell
383
-1,369
-78% -$23K ﹤0.01% 4549
2020
Q4 		$29K Buy
1,752
+1,221
+230% +$17.8K ﹤0.01% 4247
2020
Q3 		$7K Buy
531
+159
+43% +$2K ﹤0.01% 4315
2020
Q2 		$4K Buy
+372
New +$5.57K ﹤0.01% 4472

Other funds holding PFHD

ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Bank of Montreal's PFHD Position: Q4 2022 in Review

Bank of Montreal sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q4 2022, closing a stake of 204,835 shares — an estimated $5.53M sold.

Bank of Montreal first reported a position in PFHD in Q2 2020 and held it in 5 quarters. The position peaked at $5.53M in Q3 2022. 83 funds tracked by Wall St. Rank hold PFHD as of Q4 2022.

  • Bank of Montreal reported no remaining Professional Holding Corp. Class A Common stock position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 204,835 Professional Holding Corp. Class A Common stock shares in Q4 2022, an estimated $5.53M.
  • Bank of Montreal first reported a position in Professional Holding Corp. Class A Common stock in Q2 2020 and held it in 5 quarters.
  • Bank of Montreal's Professional Holding Corp. Class A Common stock position peaked at $5.53M in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.