Bank of Montreal’s Piedmont Lithium PLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-113,162	Closed	-$989K	–	3679
2024 Q4	$989K	Buy	+113,162	New	+$1.33M	﹤0.01%	1879
2024 Q3	–	Sell	-1,475	Closed	-$14.8K	–	4152
2024 Q2	$14.8K	Sell	1,475 -2,459	-63%	-$31.4K	﹤0.01%	3613
2024 Q1	$52.6K	Buy	3,934 +2,277	+137%	+$36.5K	﹤0.01%	3438
2023 Q4	$50.5K	Buy	+1,657	New	+$48.7K	﹤0.01%	3560
2023 Q2	–	Sell	-14,884	Closed	-$895K	–	4230
2023 Q1	$895K	Buy	+14,884	New	+$903K	﹤0.01%	2118
2022 Q3	–	Sell	-22,304	Closed	-$984	–	4351
2022 Q2	$984	Buy	+22,304	New	+$1.32M	﹤0.01%	2308

Other funds holding PLL

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's PLL Position: Q1 2025 in Review

Bank of Montreal sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 113,162 shares — an estimated $989K sold.

Bank of Montreal first reported a position in PLL in Q2 2022 and held it in 6 quarters. The position peaked at $989K in Q4 2024. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

Bank of Montreal reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 113,162 Piedmont Lithium shares in Q1 2025, an estimated $989K.
Bank of Montreal first reported a position in Piedmont Lithium in Q2 2022 and held it in 6 quarters.
Bank of Montreal's Piedmont Lithium position peaked at $989K in Q4 2024.
101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.