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Burney Company’s Bank of Montreal BMO Stock Holding History

Burney Company’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
2024
Q2 		– Sell
-5,793
Closed -$566K – 597
2024
Q1 		$566K Sell
5,793
-576
-9% -$54.4K 0.02% 410
2023
Q4 		$630K Buy
6,369
+67
+1% +$5.59K 0.03% 389
2023
Q3 		$532K Buy
6,302
+85
+1% +$7.47K 0.02% 391
2023
Q2 		$561K Sell
6,217
-46
-0.7% -$4.07K 0.03% 386
2023
Q1 		$558K Buy
6,263
+990
+19% +$93.9K 0.03% 387
2022
Q4 		$478K Sell
5,273
-534
-9% -$49.4K 0.02% 409
2022
Q3 		$509K Buy
5,807
+124
+2% +$12K 0.03% 409
2022
Q2 		$547K Sell
5,683
-359
-6% -$38.1K 0.03% 396
2022
Q1 		$713K Sell
6,042
-273
-4% -$31.6K 0.03% 378
2021
Q4 		$680K Sell
6,315
-304
-5% -$32.8K 0.03% 386
2021
Q3 		$660K Buy
6,619
+232
+4% +$23.4K 0.03% 378
2021
Q2 		$655K Buy
6,387
+461
+8% +$45.5K 0.03% 391
2021
Q1 		$528K Buy
+5,926
New +$483K 0.03% 402

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burney Company's BMO Position: Q2 2024 in Review

Burney Company sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 5,793 shares — an estimated $566K sold.

Burney Company first reported a position in BMO in Q1 2021 and held it in 13 quarters. The position peaked at $713K in Q1 2022. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

  • Burney Company reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
  • Burney Company sold 5,793 Bank of Montreal shares in Q2 2024, an estimated $566K.
  • Burney Company first reported a position in Bank of Montreal in Q1 2021 and held it in 13 quarters.
  • Burney Company's Bank of Montreal position peaked at $713K in Q1 2022.
  • 477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Burney Company's 13F filing for Q2 2024, filed 29 Jul 2024.