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Cutler Group’s Bank of Montreal BMO Stock Holding History

Cutler Group’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
-5,700
Closed -$3K – 3800
2023
Q2 		$3K Sell
5,700
-4,800
-46% -$424K ﹤0.01% 2809
2023
Q1 		$17K Buy
10,500
+1,800
+21% +$171K ﹤0.01% 2003
2022
Q4 		$23K Sell
8,700
-700
-7% -$64.8K ﹤0.01% 2112
2022
Q3 		$29K Buy
+9,400
New +$909K ﹤0.01% 2319
2022
Q2 		– Sell
-1,300
Closed -$7K – 4982
2022
Q1 		$7K Buy
1,300
+500
+63% +$58K ﹤0.01% 3854
2021
Q4 		$2K Buy
+800
New +$86.2K ﹤0.01% 4670
2021
Q3 		– Sell
-13,700
Closed -$7K – 5715
2021
Q2 		$7K Sell
13,700
-3,200
-19% -$316K ﹤0.01% 4160
2021
Q1 		$186K Buy
+16,900
New +$1.38M 0.01% 1323
2020
Q4 		– Sell
-1,200
Closed -$1K – 4807
2020
Q3 		$1K Buy
+1,200
New +$69.5K ﹤0.01% 4257
2020
Q1 		– Sell
-7,900
Closed -$19K – 4027
2019
Q4 		$19K Sell
7,900
-9,800
-55% -$738K ﹤0.01% 2237
2019
Q3 		$20K Buy
17,700
+10,000
+130% +$729K ﹤0.01% 2175
2019
Q2 		$12K Buy
7,700
+3,600
+88% +$275K ﹤0.01% 2532
2019
Q1 		$23K Sell
4,100
-600
-13% -$44.4K ﹤0.01% 1933
2018
Q4 		$8K Buy
4,700
+1,000
+27% +$74.1K ﹤0.01% 2637
2018
Q3 		$26K Sell
3,700
-2,700
-42% -$217K ﹤0.01% 2069
2018
Q2 		$14K Buy
6,400
+2,500
+64% +$192K ﹤0.01% 2421
2018
Q1 		$14K Sell
3,900
-400
-9% -$31.5K ﹤0.01% 2523
2017
Q4 		$25K Sell
4,300
-3,700
-46% -$288K ﹤0.01% 2367
2017
Q3 		$34K Sell
8,000
-16,800
-68% -$1.25M ﹤0.01% 2610
2017
Q2 		$41K Buy
24,800
+700
+3% +$49.5K ﹤0.01% 2682
2017
Q1 		$62K Buy
24,100
+17,900
+289% +$1.35M ﹤0.01% 2180
2016
Q4 		$13K Sell
6,200
-4,100
-40% -$273K ﹤0.01% 3890
2016
Q3 		$22K Sell
10,300
-11,500
-53% -$747K ﹤0.01% 3312
2016
Q2 		$69K Buy
21,800
+10,800
+98% +$685K ﹤0.01% 2034
2016
Q1 		$39K Buy
+11,000
New +$603K ﹤0.01% 2572

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

Cutler Group's BMO Position: Q1 2024 in Review

Cutler Group sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 309 shares — an estimated $30K sold.

Cutler Group first reported a position in BMO in Q4 2015 and held it in 20 quarters. The position peaked at $2.73M in Q3 2021. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Cutler Group reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 309 Bank of Montreal shares in Q1 2024, an estimated $30K.
  • Cutler Group first reported a position in Bank of Montreal in Q4 2015 and held it in 20 quarters.
  • Cutler Group's Bank of Montreal position peaked at $2.73M in Q3 2021.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.