Bank of Montreal’s Xperi XPER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,764	Closed	-$373K	–	3982
2024 Q3	$373K	Sell	40,764 -17	-0%	-$140	﹤0.01%	2617
2024 Q2	$335K	Buy	+40,781	New	+$386K	﹤0.01%	2662

Other funds holding XPER

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal sold out of Xperi (XPER) in Q4 2024, closing a stake of 40,764 shares — an estimated $373K sold.

Bank of Montreal first reported a position in XPER in Q2 2024 and held it in 2 quarters. The position peaked at $373K in Q3 2024. 156 funds tracked by Wall St. Rank hold XPER as of Q4 2024.

Bank of Montreal reported no remaining Xperi position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 40,764 Xperi shares in Q4 2024, an estimated $373K.
Bank of Montreal first reported a position in Xperi in Q2 2024 and held it in 2 quarters.
Bank of Montreal's Xperi position peaked at $373K in Q3 2024.
156 funds tracked by Wall St. Rank held Xperi as of Q4 2024.

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