Capital International Investors’s Bank of Montreal BMO Stock Holding History

Capital International Investors’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 Q4	–	Sell	-619,029	Closed	-$55.9M	–	454
2024 Q3	$55.9M	Buy	619,029 +187	+0%	+$16K	0.01%	316
2024 Q2	$51.9M	Buy	618,842 +2,893	+0.5%	+$263K	0.01%	309
2024 Q1	$60.1M	Buy	615,949 +5,675	+0.9%	+$536K	0.01%	314
2023 Q4	$60.4M	Sell	610,274 -7,668	-1%	-$640K	0.01%	314
2023 Q3	$52.1M	Sell	617,942 -27,228	-4%	-$2.39M	0.01%	322
2023 Q2	$58.3M	Buy	+645,170	New	+$57M	0.01%	326
2019 Q4	–	Sell	-4,300	Closed	-$317K	–	398
2019 Q3	$317K	Buy	+4,300	New	+$313K	﹤0.01%	392

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 $115B AUM 41.58% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Capital International Investors's BMO Position: Q4 2024 in Review

Capital International Investors sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 619,029 shares — an estimated $55.9M sold.

Capital International Investors first reported a position in BMO in Q3 2019 and held it in 7 quarters. The position peaked at $60.4M in Q4 2023. 537 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Capital International Investors reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Capital International Investors sold 619,029 Bank of Montreal shares in Q4 2024, an estimated $55.9M.
Capital International Investors first reported a position in Bank of Montreal in Q3 2019 and held it in 7 quarters.
Capital International Investors's Bank of Montreal position peaked at $60.4M in Q4 2023.
537 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Capital International Investors's 13F filing for Q4 2024, filed 13 Feb 2025.