Bank of Montreal’s SFL Corp SFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-132,200	Closed	-$1.92M	–	4626
2019 Q4	$1.92M	Buy	132,200 +32,200	+32%	+$466K	﹤0.01%	1903
2019 Q3	$1.4M	Buy	+100,000	New	+$1.34M	﹤0.01%	1911

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal's SFL Position: Q3 2024 in Review

Bank of Montreal sold out of SFL Corp (SFL) in Q3 2024, closing a stake of 10,806 shares — an estimated $150K sold.

Bank of Montreal first reported a position in SFL in Q2 2013 and held it in 34 quarters. The position peaked at $4.18M in Q3 2023. 219 funds tracked by Wall St. Rank hold SFL as of Q3 2024.

Bank of Montreal reported no remaining SFL Corp position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 10,806 SFL Corp shares in Q3 2024, an estimated $150K.
Bank of Montreal first reported a position in SFL Corp in Q2 2013 and held it in 34 quarters.
Bank of Montreal's SFL Corp position peaked at $4.18M in Q3 2023.
219 funds tracked by Wall St. Rank held SFL Corp as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.