Capital Research Global Investors
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Capital Research Global Investors’s Bank of Montreal BMO Stock Holding History

Capital Research Global 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
Q3 		– Sell
-747,581
Closed -$62.7M – 422
2024
Q2 		$62.7M Sell
747,581
-2,399,247
-76% -$218M 0.01% 321
2024
Q1 		$307M Buy
+3,146,828
New +$297M 0.07% 189
2020
Q4 		– Sell
-3,467,693
Closed -$203M – 407
2020
Q3 		$203M Sell
3,467,693
-2,784,728
-45% -$161M 0.06% 215
2020
Q2 		$333M Sell
6,252,421
-1,230,723
-16% -$62.8M 0.11% 160
2020
Q1 		$378M Buy
7,483,144
+1,877,206
+33% +$127M 0.15% 129
2019
Q4 		$434M Buy
5,605,938
+1,408
+0% +$106K 0.13% 152
2019
Q3 		$413M Sell
5,604,530
-719,058
-11% -$52.4M 0.14% 150
2019
Q2 		$478M Buy
6,323,588
+239,152
+4% +$18.3M 0.15% 140
2019
Q1 		$455M Sell
6,084,436
-153,342
-2% -$11.3M 0.14% 139
2018
Q4 		$408M Sell
6,237,778
-280,608
-4% -$20.8M 0.14% 143
2018
Q3 		$538M Sell
6,518,386
-296,228
-4% -$23.8M 0.16% 131
2018
Q2 		$527M Sell
6,814,614
-213,439
-3% -$16.4M 0.14% 131
2018
Q1 		$531M Sell
7,028,053
-2,807
-0% -$221K 0.15% 137
2017
Q4 		$563M Sell
7,030,860
-116,920
-2% -$9.12M 0.17% 127
2017
Q3 		$541M Sell
7,147,780
-124,497
-2% -$9.28M 0.16% 135
2017
Q2 		$534M Sell
7,272,277
-6,437,173
-47% -$456M 0.17% 133
2017
Q1 		$1.02B Buy
13,709,450
+345,470
+3% +$26.1M 0.32% 83
2016
Q4 		$961M Buy
13,363,980
+435,298
+3% +$29M 0.31% 86
2016
Q3 		$847M Buy
12,928,682
+199,522
+2% +$13M 0.28% 91
2016
Q2 		$807M Buy
12,729,160
+6,269,734
+97% +$397M 0.28% 98
2016
Q1 		$392M Buy
6,459,426
+130,500
+2% +$7.15M 0.14% 157
2015
Q4 		$357M Buy
6,328,926
+2,558,500
+68% +$147M 0.12% 165
2015
Q3 		$206M Sell
3,770,426
-617,074
-14% -$33.9M 0.07% 223
2015
Q2 		$260M Buy
+4,387,500
New +$275M 0.09% 219

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Capital Research Global Investors's BMO Position: Q3 2024 in Review

Capital Research Global Investors sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 747,581 shares — an estimated $62.7M sold.

Capital Research Global Investors first reported a position in BMO in Q2 2015 and held it in 24 quarters. The position peaked at $1.02B in Q1 2017. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • Capital Research Global Investors reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 747,581 Bank of Montreal shares in Q3 2024, an estimated $62.7M.
  • Capital Research Global Investors first reported a position in Bank of Montreal in Q2 2015 and held it in 24 quarters.
  • Capital Research Global Investors's Bank of Montreal position peaked at $1.02B in Q1 2017.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.