Bank of Montreal
SHCR

Bank of Montreal’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Bank of Montreal’s Portfolio SHCR Stock Details SHCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,270
Closed -$28.6K – 4327
2023
Q2 		$28.6K Buy
16,270
+1,672
+11% +$2.62K ﹤0.01% 3683
2023
Q1 		$20.7K Buy
+14,598
New +$33.1K ﹤0.01% 3523

Other funds holding SHCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of Montreal sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2023, closing a stake of 16,270 shares — an estimated $28.6K sold.

Bank of Montreal first reported a position in SHCR in Q1 2023 and held it in 2 quarters. The position peaked at $28.6K in Q2 2023. 128 funds tracked by Wall St. Rank hold SHCR as of Q3 2023.

  • Bank of Montreal reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 16,270 Sharecare, Inc. Class A Common Stock shares in Q3 2023, an estimated $28.6K.
  • Bank of Montreal first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Bank of Montreal's Sharecare, Inc. Class A Common Stock position peaked at $28.6K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2023.

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