Bridgeway Capital Management’s Bank of Montreal BMO Stock Holding History

Bridgeway Capital Management’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 Q4	–	Sell	-25,200	Closed	-$2.21M	–	1379
2022 Q3	$2.21M	Hold	25,200	–	–	0.06%	489
2022 Q2	$2.42M	Hold	25,200	–	–	0.06%	481
2022 Q1	$2.97M	Hold	25,200	–	–	0.06%	471
2021 Q4	$2.71M	Hold	25,200	–	–	0.05%	508
2021 Q3	$2.51M	Buy	+25,200	New	+$2.54M	0.05%	530
2020 Q2	–	Sell	-28,500	Closed	-$1.43M	–	1306
2020 Q1	$1.43M	Hold	28,500	–	–	0.03%	450
2019 Q4	$2.21M	Buy	28,500 +11,100	+64%	+$836K	0.03%	500
2019 Q3	$1.28M	Hold	17,400	–	–	0.02%	656
2019 Q2	$1.31M	Buy	17,400 +13,400	+335%	+$1.03M	0.02%	653
2019 Q1	$299K	Buy	+4,000	New	+$296K	﹤0.01%	1153
2013 Q3	–	Sell	-41,900	Closed	-$2.43M	–	1427
2013 Q2	$2.43M	Buy	+41,900	New	+$2.54M	0.1%	266

Other funds holding BMO

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

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

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Bridgeway Capital Management's BMO Position: Q4 2022 in Review

Bridgeway Capital Management sold out of Bank of Montreal (BMO) in Q4 2022, closing a stake of 25,200 shares — an estimated $2.21M sold.

Bridgeway Capital Management first reported a position in BMO in Q2 2013 and held it in 11 quarters. The position peaked at $2.97M in Q1 2022. 478 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

Bridgeway Capital Management reported no remaining Bank of Montreal position as of Q4 2022 after selling out during the quarter.
Bridgeway Capital Management sold 25,200 Bank of Montreal shares in Q4 2022, an estimated $2.21M.
Bridgeway Capital Management first reported a position in Bank of Montreal in Q2 2013 and held it in 11 quarters.
Bridgeway Capital Management's Bank of Montreal position peaked at $2.97M in Q1 2022.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Bridgeway Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.