Bank of Montreal’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,981
| Closed | -$283K | – | 4181 |
|
|
2024
Q2 | $283K | Buy |
+9,981
| New | +$270K | ﹤0.01% | 2778 |
|
|
2021
Q2 | – | Sell |
-611
| Closed | -$22K | – | 4701 |
|
|
2021
Q1 | $22K | Sell |
611
-1,102
| -64% | -$35.9K | ﹤0.01% | 4013 |
|
|
2020
Q4 | $53K | Buy |
1,713
+930
| +119% | +$23.1K | ﹤0.01% | 3911 |
|
|
2020
Q3 | $14K | Sell |
783
-282
| -26% | -$4.84K | ﹤0.01% | 3992 |
|
|
2020
Q2 | $17K | Buy |
1,065
+678
| +175% | +$10.6K | ﹤0.01% | 3924 |
|
|
2020
Q1 | $5K | Sell |
387
-1,082
| -74% | -$26.7K | ﹤0.01% | 3690 |
|
|
2019
Q4 | $44K | Buy |
1,469
+300
| +26% | +$9.1K | ﹤0.01% | 3900 |
|
|
2019
Q3 | $33K | Sell |
1,169
-5
| -0.4% | -$134 | ﹤0.01% | 3819 |
|
|
2019
Q2 | $31K | Buy |
1,174
+787
| +203% | +$19.6K | ﹤0.01% | 3918 |
|
|
2019
Q1 | $9K | Sell |
387
-123
| -24% | -$3.28K | ﹤0.01% | 3914 |
|
|
2018
Q4 | $12K | Buy |
510
+59
| +13% | +$1.6K | ﹤0.01% | 3838 |
|
|
2018
Q3 | $13K | Sell |
451
-2
| -0.4% | -$67 | ﹤0.01% | 3847 |
|
|
2018
Q2 | $16K | Buy |
453
+66
| +17% | +$2.31K | ﹤0.01% | 3821 |
|
|
2018
Q1 | $12K | Hold |
387
| – | – | ﹤0.01% | 3707 |
|
|
2017
Q4 | $10K | Hold |
387
| – | – | ﹤0.01% | 3776 |
|
|
2017
Q3 | $9K | Hold |
387
| – | – | ﹤0.01% | 3734 |
|
|
2017
Q2 | $9K | Hold |
387
| – | – | ﹤0.01% | 3745 |
|
|
2017
Q1 | $8K | Hold |
387
| – | – | ﹤0.01% | 3616 |
|
|
2016
Q4 | $10K | Sell |
387
-39,937
| -99% | -$951K | ﹤0.01% | 3606 |
|
|
2016
Q3 | $873K | Sell |
40,324
-10,944
| -21% | -$213K | ﹤0.01% | 1876 |
|
|
2016
Q2 | $752K | Sell |
51,268
-3,574
| -7% | -$58.6K | ﹤0.01% | 1959 |
|
|
2016
Q1 | $938K | Sell |
54,842
-981
| -2% | -$14.3K | ﹤0.01% | 1782 |
|
|
2015
Q4 | $864K | Buy |
55,823
+31,158
| +126% | +$490K | ﹤0.01% | 1775 |
|
|
2015
Q3 | $382K | Sell |
24,665
-3,846
| -13% | -$65.3K | ﹤0.01% | 1980 |
|
|
2015
Q2 | $509K | Buy |
28,511
+1,504
| +6% | +$25.1K | ﹤0.01% | 1965 |
|
|
2015
Q1 | $399K | Sell |
27,007
-1,011
| -4% | -$15.6K | ﹤0.01% | 2052 |
|
|
2014
Q4 | $443K | Sell |
28,018
-3,449
| -11% | -$51.5K | ﹤0.01% | 2121 |
|
|
2014
Q3 | $565K | Sell |
31,467
-542
| -2% | -$9.08K | ﹤0.01% | 2023 |
|
|
2014
Q2 | $495K | Buy |
32,009
+1,463
| +5% | +$25.1K | ﹤0.01% | 2097 |
|
|
2014
Q1 | $754K | Buy |
30,546
+2,619
| +9% | +$82K | ﹤0.01% | 1828 |
|
|
2013
Q4 | $948K | Buy |
27,927
+21,931
| +366% | +$716K | ﹤0.01% | 1492 |
|
|
2013
Q3 | $191K | Buy |
+5,996
| New | +$170K | ﹤0.01% | 2263 |
|
Other funds holding RM
FCM
BCM
TCM
Bank of Montreal's RM Position: Q3 2024 in Review
Bank of Montreal sold out of Regional Management Corp (RM) in Q3 2024, closing a stake of 9,981 shares — an estimated $283K sold.
Bank of Montreal first reported a position in RM in Q3 2013 and held it in 32 quarters. The position peaked at $948K in Q4 2013. 91 funds tracked by Wall St. Rank hold RM as of Q3 2024.
- Bank of Montreal reported no remaining Regional Management Corp position as of Q3 2024 after selling out during the quarter.
- Bank of Montreal sold 9,981 Regional Management Corp shares in Q3 2024, an estimated $283K.
- Bank of Montreal first reported a position in Regional Management Corp in Q3 2013 and held it in 32 quarters.
- Bank of Montreal's Regional Management Corp position peaked at $948K in Q4 2013.
- 91 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2024.
Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.