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Credit Suisse’s Bank of Montreal BMO Stock Holding History

Credit Suisse’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
Q1 		$120M Sell
1,229,335
-30,746
-2% -$2.9M 0.11% 163
2023
Q4 		$125M Sell
1,260,081
-87,604
-7% -$7.31M 0.12% 156
2023
Q3 		$114M Sell
1,347,685
-9,128
-0.7% -$802K 0.12% 172
2023
Q2 		$123M Buy
1,356,813
+28,758
+2% +$2.54M 0.12% 162
2023
Q1 		$118M Buy
1,328,055
+81,373
+7% +$7.72M 0.12% 175
2022
Q4 		$113M Sell
1,246,682
-160,644
-11% -$14.9M 0.12% 179
2022
Q3 		$123M Buy
1,407,326
+26,233
+2% +$2.54M 0.14% 149
2022
Q2 		$133M Sell
1,381,093
-149,256
-10% -$15.9M 0.14% 151
2022
Q1 		$181M Buy
1,530,349
+146,957
+11% +$17M 0.15% 132
2021
Q4 		$149M Buy
1,383,392
+82,244
+6% +$8.86M 0.08% 245
2021
Q3 		$130M Sell
1,301,148
-3,970
-0.3% -$400K 0.07% 277
2021
Q2 		$133M Sell
1,305,118
-325,870
-20% -$32.2M 0.07% 289
2021
Q1 		$145M Buy
1,630,988
+216,939
+15% +$17.7M 0.07% 286
2020
Q4 		$108M Buy
1,414,049
+84,336
+6% +$5.77M 0.05% 391
2020
Q3 		$77.7M Buy
1,329,713
+42,876
+3% +$2.48M 0.05% 430
2020
Q2 		$68.3M Sell
1,286,837
-199,005
-13% -$10.1M 0.05% 413
2020
Q1 		$74.7M Buy
1,485,842
+99,816
+7% +$6.77M 0.06% 296
2019
Q4 		$107M Buy
1,386,026
+269,547
+24% +$20.3M 0.08% 255
2019
Q3 		$82.3M Buy
1,116,479
+101,144
+10% +$7.37M 0.07% 282
2019
Q2 		$76.6M Buy
1,015,335
+115,529
+13% +$8.84M 0.07% 292
2019
Q1 		$67.3M Sell
899,806
-308,759
-26% -$22.8M 0.06% 313
2018
Q4 		$79M Buy
1,208,565
+12,321
+1% +$913K 0.08% 244
2018
Q3 		$98.7M Sell
1,196,244
-86,717
-7% -$6.97M 0.09% 223
2018
Q2 		$99.1M Sell
1,282,961
-51,428
-4% -$3.96M 0.1% 187
2018
Q1 		$101M Sell
1,334,389
-59,908
-4% -$4.71M 0.09% 206
2017
Q4 		$112M Buy
1,394,297
+41,780
+3% +$3.26M 0.1% 193
2017
Q3 		$102M Sell
1,352,517
-111,525
-8% -$8.32M 0.1% 204
2017
Q2 		$108M Sell
1,464,042
-160,386
-10% -$11.4M 0.1% 178
2017
Q1 		$121M Sell
1,624,428
-159,945
-9% -$12.1M 0.11% 182
2016
Q4 		$128M Sell
1,784,373
-138,641
-7% -$9.25M 0.13% 156
2016
Q3 		$126M Sell
1,923,014
-517,053
-21% -$33.6M 0.12% 153
2016
Q2 		$155M Buy
2,440,067
+6,583
+0.3% +$417K 0.17% 109
2016
Q1 		$148M Buy
2,433,484
+34,109
+1% +$1.87M 0.18% 110
2015
Q4 		$135M Buy
2,399,375
+69,118
+3% +$3.98M 0.16% 133
2015
Q3 		$127M Sell
2,330,257
-39,087
-2% -$2.15M 0.15% 126
2015
Q2 		$140M Sell
2,369,344
-347,333
-13% -$21.8M 0.14% 152
2015
Q1 		$163M Buy
2,716,677
+177,084
+7% +$11M 0.16% 122
2014
Q4 		$180M Buy
2,539,593
+10,876
+0.4% +$778K 0.16% 125
2014
Q3 		$186M Buy
2,528,717
+363,815
+17% +$27.4M 0.15% 119
2014
Q2 		$159M Buy
2,164,902
+881,970
+69% +$61.5M 0.13% 147
2014
Q1 		$86M Buy
1,282,932
+3,680
+0.3% +$239K 0.08% 236
2013
Q4 		$85.3M Buy
+1,279,252
New +$87.1M 0.08% 239

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 $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Credit Suisse's BMO Position: Q1 2024 in Review

Credit Suisse reduced its Bank of Montreal (BMO) stake by 2.4% in Q1 2024, selling an estimated $2.9M and leaving 1,229,335 shares worth $120M. The position accounts for 0.11% of the portfolio, ranked #163.

Credit Suisse first reported a position in BMO in Q4 2013 and has held it in 42 quarters since. The position peaked at $186M in Q3 2014. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Credit Suisse held 1,229,335 shares of Bank of Montreal worth $120M as of Q1 2024.
  • Credit Suisse sold 30,746 Bank of Montreal shares in Q1 2024, an estimated $2.9M.
  • Bank of Montreal made up 0.11% of Credit Suisse's portfolio in Q1 2024, its #163 holding.
  • Credit Suisse first reported a position in Bank of Montreal in Q4 2013 and has held it in 42 quarters since.
  • Credit Suisse's Bank of Montreal position peaked at $186M in Q3 2014.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.