Bank of Montreal
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Bank of Montreal’s Sonida Senior Living SNDA Stock Holding History

Bank of Montreal’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-124,304
Closed -$112K – 3906
2024
Q3 		$112K Buy
+124,304
New +$3.56M ﹤0.01% 3212
2020
Q1 		– Sell
-565
Closed -$26K – 4647
2019
Q4 		$26K Sell
565
-50
-8% -$2.92K ﹤0.01% 4166
2019
Q3 		$40K Sell
615
-124
-17% -$8.68K ﹤0.01% 3730
2019
Q2 		$56K Buy
739
+296
+67% +$18.6K ﹤0.01% 3638
2019
Q1 		$27K Buy
443
+333
+303% +$30.2K ﹤0.01% 3568
2018
Q4 		$11K Buy
110
+95
+633% +$11.9K ﹤0.01% 3861
2018
Q3 		$3K Sell
15
-144
-91% -$19.5K ﹤0.01% 4259
2018
Q2 		$26K Sell
159
-55
-26% -$9.07K ﹤0.01% 3661
2018
Q1 		$34K Sell
214
-456
-68% -$81K ﹤0.01% 3385
2017
Q4 		$136K Buy
670
+522
+353% +$112K ﹤0.01% 2864
2017
Q3 		$28K Buy
+148
New +$29K ﹤0.01% 3418
2017
Q2 		– Sell
-55
Closed -$12K – 4274
2017
Q1 		$12K Buy
+55
New +$13.1K ﹤0.01% 3508
2015
Q1 		– Sell
-292
Closed -$109K – 4172
2014
Q4 		$109K Buy
+292
New +$103K ﹤0.01% 2738
2014
Q3 		– Sell
-75
Closed -$27K – 4370
2014
Q2 		$27K Buy
+75
New +$27.2K ﹤0.01% 3463
2013
Q3 		– Sell
-606
Closed -$217K – 3926
2013
Q2 		$217K Buy
+606
New +$229K ﹤0.01% 2159

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Bank of Montreal's SNDA Position: Q4 2024 in Review

Bank of Montreal sold out of Sonida Senior Living (SNDA) in Q4 2024, closing a stake of 124,304 shares — an estimated $112K sold.

Bank of Montreal first reported a position in SNDA in Q2 2013 and held it in 15 quarters. The position peaked at $217K in Q2 2013. 60 funds tracked by Wall St. Rank hold SNDA as of Q4 2024.

  • Bank of Montreal reported no remaining Sonida Senior Living position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 124,304 Sonida Senior Living shares in Q4 2024, an estimated $112K.
  • Bank of Montreal first reported a position in Sonida Senior Living in Q2 2013 and held it in 15 quarters.
  • Bank of Montreal's Sonida Senior Living position peaked at $217K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held Sonida Senior Living as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.