Cerebellum’s Bank of Montreal BMO Stock Holding History

Cerebellum’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
2020 Q3	$62K	Buy	1,055 +663	+169%	+$38.4K	0.29%	237
2020 Q2	$31K	Buy	+392	New	+$20K	0.02%	435
2019 Q4	$341K	Sell	4,405 -1,965	-31%	-$148K	0.18%	330
2019 Q3	$470K	Buy	+6,370	New	+$464K	0.3%	10
2019 Q2	–	Sell	-46	Closed	-$3K	–	434
2019 Q1	$3K	Sell	46 -2	-4%	-$148	﹤0.01%	413
2018 Q4	$3K	Buy	48 +6	+14%	+$445	﹤0.01%	421
2018 Q3	$3K	Sell	42 -4	-9%	-$322	﹤0.01%	389
2018 Q2	$4K	Sell	46 -763	-94%	-$58.7K	0.01%	387
2018 Q1	$61K	Buy	809 +417	+106%	+$32.8K	0.08%	390
2017 Q4	$31K	Buy	+392	New	+$30.6K	0.02%	435

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerebellum's BMO Position: Q3 2020 in Review

Cerebellum increased its Bank of Montreal (BMO) stake by 169% in Q3 2020, buying an estimated $38.4K and bringing the position to 1,055 shares worth $62K. The position accounts for 0.29% of the portfolio, ranked #237.

Cerebellum first reported a position in BMO in Q4 2017 and has held it in 10 quarters since. The position peaked at $470K in Q3 2019. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

Cerebellum held 1,055 shares of Bank of Montreal worth $62K as of Q3 2020.
Cerebellum bought 663 Bank of Montreal shares in Q3 2020, an estimated $38.4K.
Bank of Montreal made up 0.29% of Cerebellum's portfolio in Q3 2020, its #237 holding.
Cerebellum first reported a position in Bank of Montreal in Q4 2017 and has held it in 10 quarters since.
Cerebellum's Bank of Montreal position peaked at $470K in Q3 2019.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.