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CenterBook Partners’s Bank of Montreal BMO Stock Holding History

CenterBook Partners’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
2026
Q1 		– Sell
-14,048
Closed -$1.82M – 658
2025
Q4 		$1.82M Buy
14,048
+8,366
+147% +$1.06M 0.09% 278
2025
Q3 		$740K Buy
+5,682
New +$673K 0.04% 427
2025
Q2 		– Sell
-14,664
Closed -$1.4M – 514
2025
Q1 		$1.4M Buy
+14,664
New +$1.45M 0.09% 253
2024
Q1 		– Sell
-17,275
Closed -$1.71M – 389
2023
Q4 		$1.71M Buy
+17,275
New +$1.44M 0.21% 170
2023
Q2 		– Sell
-26,575
Closed -$2.37M – 423
2023
Q1 		$2.37M Buy
26,575
+12,598
+90% +$1.2M 0.33% 98
2022
Q4 		$1.27M Buy
13,977
+2,420
+21% +$224K 0.21% 170
2022
Q3 		$1.01M Sell
11,557
-17,650
-60% -$1.71M 0.2% 169
2022
Q2 		$2.81M Buy
+29,207
New +$3.1M 0.6% 28

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return