Bank of Montreal’s Sigma Lithium SGML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-91,600	Closed	-$1.02M	–	3714
2024 Q4	$1.02M	Buy	91,600 +500	+0.5%	+$6.54K	﹤0.01%	1865
2024 Q3	$1.14M	Buy	91,100 +30,500	+50%	+$333K	﹤0.01%	1966
2024 Q2	$998K	Hold	60,600	–	–	﹤0.01%	2023
2024 Q1	$867K	Hold	60,600	–	–	﹤0.01%	2084
2023 Q4	$1.96M	Buy	+60,600	New	+$1.69M	﹤0.01%	1697

Other funds holding SGML

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of Montreal's SGML Position: Q1 2025 in Review

Bank of Montreal sold out of Sigma Lithium (SGML) in Q1 2025, closing a stake of 96,310 shares — an estimated $1.08M sold.

Bank of Montreal first reported a position in SGML in Q1 2023 and held it in 6 quarters. The position peaked at $1.99M in Q4 2023. 93 funds tracked by Wall St. Rank hold SGML as of Q1 2025.

Bank of Montreal reported no remaining Sigma Lithium position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 96,310 Sigma Lithium shares in Q1 2025, an estimated $1.08M.
Bank of Montreal first reported a position in Sigma Lithium in Q1 2023 and held it in 6 quarters.
Bank of Montreal's Sigma Lithium position peaked at $1.99M in Q4 2023.
93 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.