Banque Pictet & Cie’s Bank of Montreal BMO Stock Holding History

Banque Pictet & Cie’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,141	Closed	-$605K	–	639
2022 Q1	$605K	Sell	5,141 -13,274	-72%	-$1.54M	﹤0.01%	505
2021 Q4	$1.99M	Buy	+18,415	New	+$1.98M	0.01%	349
2019 Q4	–	Sell	-68,907	Closed	-$5.08M	–	352
2019 Q3	$5.08M	Sell	68,907 -782	-1%	-$57K	0.1%	135
2019 Q2	$5.28M	Sell	69,689 -4,772	-6%	-$365K	0.1%	136
2019 Q1	$5.57M	Sell	74,461 -48,319	-39%	-$3.57M	0.11%	130
2018 Q4	$8.02M	Sell	122,780 -13,841	-10%	-$1.03M	0.16%	88
2018 Q3	$11.3M	Buy	136,621 +1,078	+0.8%	+$86.7K	0.21%	79
2018 Q2	$10.5M	Buy	135,543 +14,493	+12%	+$1.12M	0.21%	79
2018 Q1	$9.14M	Buy	121,050 +7,750	+7%	+$610K	0.19%	89
2017 Q4	$9.1M	Buy	113,300 +4,804	+4%	+$375K	0.18%	84
2017 Q3	$8.19M	Sell	108,496 -6,921	-6%	-$516K	0.19%	91
2017 Q2	$8.46M	Buy	115,417 +495	+0.4%	+$35K	0.2%	85
2017 Q1	$8.56M	Buy	114,922 +12,785	+13%	+$966K	0.21%	83
2016 Q4	$7.36M	Buy	+102,137	New	+$6.81M	0.19%	83

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Banque Pictet & Cie's BMO Position: Q2 2022 in Review

Banque Pictet & Cie sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 5,141 shares — an estimated $605K sold.

Banque Pictet & Cie first reported a position in BMO in Q4 2016 and held it in 14 quarters. The position peaked at $11.3M in Q3 2018. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

Banque Pictet & Cie reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
Banque Pictet & Cie sold 5,141 Bank of Montreal shares in Q2 2022, an estimated $605K.
Banque Pictet & Cie first reported a position in Bank of Montreal in Q4 2016 and held it in 14 quarters.
Banque Pictet & Cie's Bank of Montreal position peaked at $11.3M in Q3 2018.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Banque Pictet & Cie's 13F filing for Q2 2022, filed 8 Aug 2022.