Caldwell Investment Management’s Bank of Montreal BMO Stock Holding History

Caldwell Investment 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
2024 Q2	–	Sell	-52,400	Closed	-$5.11M	–	35
2024 Q1	$5.11M	Buy	52,400 +600	+1%	+$56.6K	3.81%	6
2023 Q4	$5.14M	Buy	+51,800	New	+$4.32M	3.95%	9

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Caldwell Investment Management's BMO Position: Q2 2024 in Review

Caldwell Investment Management sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 52,400 shares — an estimated $5.11M sold.

Caldwell Investment Management first reported a position in BMO in Q4 2023 and held it in 2 quarters. The position peaked at $5.14M in Q4 2023. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Caldwell Investment Management reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Caldwell Investment Management sold 52,400 Bank of Montreal shares in Q2 2024, an estimated $5.11M.
Caldwell Investment Management first reported a position in Bank of Montreal in Q4 2023 and held it in 2 quarters.
Caldwell Investment Management's Bank of Montreal position peaked at $5.14M in Q4 2023.
476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Caldwell Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.