Bank of Montreal
SBXC

Bank of Montreal’s SilverBox Corp III SBXC Stock Holding History

Bank of Montreal’s Portfolio SBXC Stock Details SBXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200,000
Closed -$2.02M – 4323
2023
Q2 		$2.02M Buy
+200,000
New +$2.02M ﹤0.01% 1816

Other funds holding SBXC

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.72% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bank of Montreal sold out of SilverBox Corp III (SBXC) in Q3 2023, closing a stake of 200,000 shares — an estimated $2.02M sold.

Bank of Montreal first reported a position in SBXC in Q2 2023 and held it in 1 quarter. The position peaked at $2.02M in Q2 2023. 39 funds tracked by Wall St. Rank hold SBXC as of Q3 2023.

  • Bank of Montreal reported no remaining SilverBox Corp III position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 200,000 SilverBox Corp III shares in Q3 2023, an estimated $2.02M.
  • Bank of Montreal first reported a position in SilverBox Corp III in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's SilverBox Corp III position peaked at $2.02M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held SilverBox Corp III as of Q3 2023.

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