Bank of Montreal’s SOC Telemed, Inc. Class A Common Stock TLMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-38,070	Closed	-$50K	–	4375
2021 Q4	$50K	Buy	+38,070	New	+$76.3K	﹤0.01%	3242
2021 Q2	–	Sell	-2,960	Closed	-$20K	–	5392
2021 Q1	$20K	Buy	+2,960	New	+$22.2K	﹤0.01%	4074
2020 Q4	–	Sell	-1,523,171	Closed	-$15.3M	–	5193
2020 Q3	$15.3M	Hold	1,523,171	–	–	0.01%	683
2020 Q2	$15.4M	Hold	1,523,171	–	–	0.01%	672
2020 Q1	$15M	Buy	+1,523,171	New	+$15M	0.02%	576

Other funds holding TLMD

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Bank of Montreal's TLMD Position: Q1 2022 in Review

Bank of Montreal sold out of SOC Telemed, Inc. Class A Common Stock (TLMD) in Q1 2022, closing a stake of 38,070 shares — an estimated $50K sold.

Bank of Montreal first reported a position in TLMD in Q1 2020 and held it in 5 quarters. The position peaked at $15.4M in Q2 2020. 80 funds tracked by Wall St. Rank hold TLMD as of Q1 2022.

Bank of Montreal reported no remaining SOC Telemed, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Bank of Montreal sold 38,070 SOC Telemed, Inc. Class A Common Stock shares in Q1 2022, an estimated $50K.
Bank of Montreal first reported a position in SOC Telemed, Inc. Class A Common Stock in Q1 2020 and held it in 5 quarters.
Bank of Montreal's SOC Telemed, Inc. Class A Common Stock position peaked at $15.4M in Q2 2020.
80 funds tracked by Wall St. Rank held SOC Telemed, Inc. Class A Common Stock as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.