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	Buy	5,500 +4,950	+900%	+$310K	﹤0.01%	159
2013 Q2	$319K	Buy	+550	New	+$33.3K	﹤0.01%	177

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return