Cresset Asset Management’s Bank of Montreal BMO Stock Holding History

Cresset Asset Management’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
2023 Q3	–	Sell	-530,000	Closed	-$47.9M	–	1827
2023 Q2	$47.9M	Buy	+530,000	New	+$46.9M	0.06%	103

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

Cresset Asset Management's BMO Position: Q4 2024 in Review

Cresset Asset Management sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 10,912 shares — an estimated $984K sold.

Cresset Asset Management first reported a position in BMO in Q4 2018 and held it in 23 quarters. The position peaked at $2.82M in Q2 2019. 537 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Cresset Asset Management reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 10,912 Bank of Montreal shares in Q4 2024, an estimated $984K.
Cresset Asset Management first reported a position in Bank of Montreal in Q4 2018 and held it in 23 quarters.
Cresset Asset Management's Bank of Montreal position peaked at $2.82M in Q2 2019.
537 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.