Bank of Montreal
SMRT icon

Bank of Montreal’s SmartRent SMRT Stock Holding History

Bank of Montreal’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-414,005
Closed -$1.01M – 4152
2022
Q4 		$1.01M Buy
+414,005
New +$1.02M ﹤0.01% 2173
2021
Q3 		– Sell
-430,000
Closed -$5.47M – 3932
2021
Q2 		$5.47M Buy
+430,000
New +$4.64M ﹤0.01% 1566

Other funds holding SMRT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Bank of Montreal's SMRT Position: Q1 2023 in Review

Bank of Montreal sold out of SmartRent (SMRT) in Q1 2023, closing a stake of 414,005 shares — an estimated $1.01M sold.

Bank of Montreal first reported a position in SMRT in Q2 2021 and held it in 2 quarters. The position peaked at $5.47M in Q2 2021. 103 funds tracked by Wall St. Rank hold SMRT as of Q1 2023.

  • Bank of Montreal reported no remaining SmartRent position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 414,005 SmartRent shares in Q1 2023, an estimated $1.01M.
  • Bank of Montreal first reported a position in SmartRent in Q2 2021 and held it in 2 quarters.
  • Bank of Montreal's SmartRent position peaked at $5.47M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held SmartRent as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.