Bank of Montreal
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Bank of Montreal’s Vital Farms VITL Stock Holding History

Bank of Montreal’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,800
Closed -$201K – 4361
2023
Q4 		$201K Buy
+12,800
New +$162K ﹤0.01% 3136
2021
Q2 		– Sell
-24,351
Closed -$565K – 4917
2021
Q1 		$565K Buy
24,351
+22,658
+1,338% +$594K ﹤0.01% 2565
2020
Q4 		$45K Buy
1,693
+1,217
+256% +$38.5K ﹤0.01% 4008
2020
Q3 		$18K Buy
+476
New +$18K ﹤0.01% 3887

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Pictet Asset Management
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Marshall Wace
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Morgan Stanley
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Bank of Montreal's VITL Position: Q1 2024 in Review

Bank of Montreal sold out of Vital Farms (VITL) in Q1 2024, closing a stake of 12,800 shares — an estimated $201K sold.

Bank of Montreal first reported a position in VITL in Q3 2020 and held it in 4 quarters. The position peaked at $565K in Q1 2021. 176 funds tracked by Wall St. Rank hold VITL as of Q1 2024.

  • Bank of Montreal reported no remaining Vital Farms position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,800 Vital Farms shares in Q1 2024, an estimated $201K.
  • Bank of Montreal first reported a position in Vital Farms in Q3 2020 and held it in 4 quarters.
  • Bank of Montreal's Vital Farms position peaked at $565K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Vital Farms as of Q1 2024.

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