Bank of Montreal
PLL

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
2024
Q3 		– Sell
-102,500
Closed -$1.02M – 4151
2024
Q2 		$1.02M Hold
102,500
– – ﹤0.01% 2006
2024
Q1 		$1.37M Buy
102,500
+47,500
+86% +$762K ﹤0.01% 1830
2023
Q4 		$1.67M Buy
+55,000
New +$1.62M ﹤0.01% 1783

Other funds holding PLL

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
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.