Bank of Montreal
SLI

Bank of Montreal’s Standard Lithium SLI Stock Holding History

Bank of Montreal’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-283,900
Closed -$634K – 4283
2023
Q4 		$634K Buy
283,900
+45,600
+19% +$114K ﹤0.01% 2342
2023
Q3 		$1.06M Buy
238,300
+60,100
+34% +$231K ﹤0.01% 2027
2023
Q2 		$807K Buy
+178,200
New +$693K ﹤0.01% 2302
2023
Q1 		– Sell
-5,800
Closed -$19.3K – 4148
2022
Q4 		$19.3K Hold
5,800
– – ﹤0.01% 3706
2022
Q3 		$26 Buy
+5,800
New +$30.4K ﹤0.01% 3758

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bank of Montreal's SLI Position: Q1 2024 in Review

Bank of Montreal sold out of Standard Lithium (SLI) in Q1 2024, closing a stake of 283,900 shares — an estimated $634K sold.

Bank of Montreal first reported a position in SLI in Q3 2022 and held it in 5 quarters. The position peaked at $1.06M in Q3 2023. 93 funds tracked by Wall St. Rank hold SLI as of Q1 2024.

  • Bank of Montreal reported no remaining Standard Lithium position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 283,900 Standard Lithium shares in Q1 2024, an estimated $634K.
  • Bank of Montreal first reported a position in Standard Lithium in Q3 2022 and held it in 5 quarters.
  • Bank of Montreal's Standard Lithium position peaked at $1.06M in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.