Bank of Montreal
STOR

Bank of Montreal’s STORE Capital Corporation STOR Stock Holding History

Bank of Montreal’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,200
Closed -$139K – 4367
2017
Q2 		$139K Sell
6,200
-98,800
-94% -$2.19M ﹤0.01% 2833
2017
Q1 		$2.51M Buy
+105,000
New +$2.55M ﹤0.01% 1406

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of Montreal sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 272,654 shares — an estimated $8.75M sold.

Bank of Montreal first reported a position in STOR in Q3 2015 and held it in 30 quarters. The position peaked at $11.4M in Q3 2019. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Bank of Montreal reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 272,654 STORE Capital Corporation shares in Q1 2023, an estimated $8.75M.
  • Bank of Montreal first reported a position in STORE Capital Corporation in Q3 2015 and held it in 30 quarters.
  • Bank of Montreal's STORE Capital Corporation position peaked at $11.4M in Q3 2019.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

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