Bank of Montreal
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Bank of Montreal’s Utah Medical Products UTMD Stock Holding History

Bank of Montreal’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,559
Closed -$1.33M – 4260
2024
Q2 		$1.33M Buy
+15,559
New +$1.06M ﹤0.01% 1875
2023
Q3 		– Sell
-12,292
Closed -$1.23M – 4256
2023
Q2 		$1.23M Buy
+12,292
New +$1.16M ﹤0.01% 2066
2021
Q2 		– Sell
-95
Closed -$8K – 4903
2021
Q1 		$8K Sell
95
-432
-82% -$38K ﹤0.01% 4473
2020
Q4 		$46K Buy
527
+369
+234% +$31.5K ﹤0.01% 3993
2020
Q3 		$13K Sell
158
-113
-42% -$9.38K ﹤0.01% 4038
2020
Q2 		$22K Buy
+271
New +$24.3K ﹤0.01% 3817
2020
Q1 		– Sell
-441
Closed -$48K – 4736
2019
Q4 		$48K Buy
441
+136
+45% +$13.8K ﹤0.01% 3860
2019
Q3 		$29K Sell
305
-83
-21% -$7.71K ﹤0.01% 3885
2019
Q2 		$37K Buy
388
+294
+313% +$24.8K ﹤0.01% 3832
2019
Q1 		$8K Sell
94
-48
-34% -$4.22K ﹤0.01% 3943
2018
Q4 		$12K Buy
142
+24
+20% +$2.11K ﹤0.01% 3839
2018
Q3 		$11K Hold
118
– – ﹤0.01% 3906
2018
Q2 		$13K Buy
118
+24
+26% +$2.51K ﹤0.01% 3888
2018
Q1 		$9K Hold
94
– – ﹤0.01% 3792
2017
Q4 		$8K Buy
+94
New +$7.34K ﹤0.01% 3851
2014
Q3 		– Sell
-80
Closed -$4K – 4415
2014
Q2 		$4K Sell
80
-331
-81% -$17K ﹤0.01% 4286
2014
Q1 		$24K Sell
411
-333
-45% -$18.2K ﹤0.01% 3424
2013
Q4 		$43K Hold
744
– – ﹤0.01% 2934
2013
Q3 		$44K Hold
744
– – ﹤0.01% 2886
2013
Q2 		$40K Buy
+744
New +$35K ﹤0.01% 2805

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Bank of Montreal's UTMD Position: Q3 2024 in Review

Bank of Montreal sold out of Utah Medical Products (UTMD) in Q3 2024, closing a stake of 15,559 shares — an estimated $1.33M sold.

Bank of Montreal first reported a position in UTMD in Q2 2013 and held it in 20 quarters. The position peaked at $1.33M in Q2 2024. 110 funds tracked by Wall St. Rank hold UTMD as of Q3 2024.

  • Bank of Montreal reported no remaining Utah Medical Products position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 15,559 Utah Medical Products shares in Q3 2024, an estimated $1.33M.
  • Bank of Montreal first reported a position in Utah Medical Products in Q2 2013 and held it in 20 quarters.
  • Bank of Montreal's Utah Medical Products position peaked at $1.33M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.