Bank of Montreal’s Semler Scientific SMLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-79,114	Closed	-$2.1M	–	4197
2023 Q2	$2.1M	Buy	+79,114	New	+$2.08M	﹤0.01%	1790

Other funds holding SMLR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of Montreal sold out of Semler Scientific (SMLR) in Q3 2023, closing a stake of 79,114 shares — an estimated $2.1M sold.

Bank of Montreal first reported a position in SMLR in Q2 2023 and held it in 1 quarter. The position peaked at $2.1M in Q2 2023. 82 funds tracked by Wall St. Rank hold SMLR as of Q3 2023.

Bank of Montreal reported no remaining Semler Scientific position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 79,114 Semler Scientific shares in Q3 2023, an estimated $2.1M.
Bank of Montreal first reported a position in Semler Scientific in Q2 2023 and held it in 1 quarter.
Bank of Montreal's Semler Scientific position peaked at $2.1M in Q2 2023.
82 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2023.

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