Brookfield Corp’s Bank of Montreal BMO Stock Holding History

Brookfield Corp’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
2023 Q2	–	Sell	-30,273	Closed	-$2.71M	–	604
2023 Q1	$2.71M	Sell	30,273 -4,727	-14%	-$448K	0.01%	384
2022 Q4	$3.17M	Buy	+35,000	New	+$3.24M	0.01%	333
2014 Q3	–	Sell	-6,800	Closed	-$500K	–	148
2014 Q2	$500K	Hold	6,800	–	–	﹤0.01%	138
2014 Q1	$451K	Hold	6,800	–	–	﹤0.01%	160
2013 Q4	$453K	Buy	6,800 +1,300	+24%	+$88.5K	﹤0.01%	156
2013 Q3	$368K	Hold	5,500	–	–	﹤0.01%	159
2013 Q2	$319K	Buy	+5,500	New	+$333K	﹤0.01%	177

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

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

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

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

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

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

Brookfield Corp's BMO Position: Q2 2023 in Review

Brookfield Corp sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 30,273 shares — an estimated $2.71M sold.

Brookfield Corp first reported a position in BMO in Q2 2013 and held it in 7 quarters. The position peaked at $3.17M in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Brookfield Corp reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Brookfield Corp sold 30,273 Bank of Montreal shares in Q2 2023, an estimated $2.71M.
Brookfield Corp first reported a position in Bank of Montreal in Q2 2013 and held it in 7 quarters.
Brookfield Corp's Bank of Montreal position peaked at $3.17M in Q4 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.