Bank of Montreal
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Bank of Montreal’s Superior Group of Companies SGC Stock Holding History

Bank of Montreal’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-57,500
Closed -$956K – 4201
2024
Q1 		$956K Buy
57,500
+8,200
+17% +$118K ﹤0.01% 2020
2023
Q4 		$718K Buy
+49,300
New +$515K ﹤0.01% 2270
2023
Q3 		– Sell
-69,212
Closed -$696K – 4187
2023
Q2 		$696K Buy
+69,212
New +$581K ﹤0.01% 2382
2021
Q4 		– Sell
-60,088
Closed -$1.47M – 3832
2021
Q3 		$1.47M Sell
60,088
-3,069
-5% -$72.2K ﹤0.01% 2257
2021
Q2 		$1.62M Buy
63,157
+17,355
+38% +$437K ﹤0.01% 2182
2021
Q1 		$1.15M Sell
45,802
-13,953
-23% -$348K ﹤0.01% 2088
2020
Q4 		$1.44M Buy
59,755
+729
+1% +$17.2K ﹤0.01% 2007
2020
Q3 		$1.42M Sell
59,026
-4,872
-8% -$95.2K ﹤0.01% 1811
2020
Q2 		$782K Buy
+63,898
New +$606K ﹤0.01% 2048
2020
Q1 		– Sell
-1,687
Closed -$22K – 4629
2019
Q4 		$22K Buy
1,687
+423
+33% +$6.11K ﹤0.01% 4275
2019
Q3 		$20K Buy
1,264
+70
+6% +$1.09K ﹤0.01% 4096
2019
Q2 		$21K Buy
1,194
+863
+261% +$14.7K ﹤0.01% 4158
2019
Q1 		$6K Sell
331
-121
-27% -$2.09K ﹤0.01% 4001
2018
Q4 		$8K Buy
452
+59
+15% +$1.07K ﹤0.01% 3953
2018
Q3 		$7K Sell
393
-1
-0.3% -$20 ﹤0.01% 4040
2018
Q2 		$8K Buy
394
+63
+19% +$1.53K ﹤0.01% 4021
2018
Q1 		$9K Hold
331
– – ﹤0.01% 3790
2017
Q4 		$9K Hold
331
– – ﹤0.01% 3816
2017
Q3 		$8K Sell
331
-321
-49% -$7.13K ﹤0.01% 3774
2017
Q2 		$15K Hold
652
– – ﹤0.01% 3621
2017
Q1 		$12K Buy
652
+331
+103% +$5.79K ﹤0.01% 3506
2016
Q4 		$6K Hold
321
– – ﹤0.01% 3719
2016
Q3 		$6K Hold
321
– – ﹤0.01% 3676
2016
Q2 		$6K Hold
321
– – ﹤0.01% 3699
2016
Q1 		$6K Hold
321
– – ﹤0.01% 3749
2015
Q4 		$5K Buy
+321
New +$5.64K ﹤0.01% 3797

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of Montreal's SGC Position: Q2 2024 in Review

Bank of Montreal sold out of Superior Group of Companies (SGC) in Q2 2024, closing a stake of 57,500 shares — an estimated $956K sold.

Bank of Montreal first reported a position in SGC in Q4 2015 and held it in 26 quarters. The position peaked at $1.62M in Q2 2021. 96 funds tracked by Wall St. Rank hold SGC as of Q2 2024.

  • Bank of Montreal reported no remaining Superior Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 57,500 Superior Group of Companies shares in Q2 2024, an estimated $956K.
  • Bank of Montreal first reported a position in Superior Group of Companies in Q4 2015 and held it in 26 quarters.
  • Bank of Montreal's Superior Group of Companies position peaked at $1.62M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.