Bank of Montreal’s Vicarious Surgical RBOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-523	Closed	-$33.3K	–	4148
2023 Q2	$33.3K	Sell	523 -448	-46%	-$28.5K	﹤0.01%	3663
2023 Q1	$67.3K	Buy	+971	New	+$75.5K	﹤0.01%	3320
2021 Q3	–	Sell	-12,667	Closed	-$3.8M	–	3923
2021 Q2	$3.8M	Buy	+12,667	New	+$3.77M	﹤0.01%	1735

Other funds holding RBOT

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

MAMHA

MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

HVCM

Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return

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

Bank of Montreal sold out of Vicarious Surgical (RBOT) in Q3 2023, closing a stake of 523 shares — an estimated $33.3K sold.

Bank of Montreal first reported a position in RBOT in Q2 2021 and held it in 3 quarters. The position peaked at $3.8M in Q2 2021. 83 funds tracked by Wall St. Rank hold RBOT as of Q3 2023.

Bank of Montreal reported no remaining Vicarious Surgical position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 523 Vicarious Surgical shares in Q3 2023, an estimated $33.3K.
Bank of Montreal first reported a position in Vicarious Surgical in Q2 2021 and held it in 3 quarters.
Bank of Montreal's Vicarious Surgical position peaked at $3.8M in Q2 2021.
83 funds tracked by Wall St. Rank held Vicarious Surgical as of Q3 2023.

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