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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
Q4 		– Sell
-600
Closed -$5K – 3632
2023
Q3 		$5K Buy
600
+200
+50% +$17.6K ﹤0.01% 2817
2023
Q2 		$2K Sell
400
-2,200
-85% -$194K ﹤0.01% 2967
2023
Q1 		$84K Sell
2,600
-6,100
-70% -$579K 0.01% 1051
2022
Q4 		$91K Buy
8,700
+4,400
+102% +$407K 0.01% 1214
2022
Q3 		$96K Buy
4,300
+900
+26% +$87K 0.01% 1414
2022
Q2 		$73K Sell
3,400
-26,200
-89% -$2.78M 0.01% 1655
2022
Q1 		$18K Sell
29,600
-71,200
-71% -$8.25M ﹤0.01% 3129
2021
Q4 		$503K Buy
100,800
+21,200
+27% +$2.28M 0.02% 744
2021
Q3 		$767K Buy
79,600
+66,200
+494% +$6.66M 0.03% 583
2021
Q2 		$5K Sell
13,400
-3,700
-22% -$365K ﹤0.01% 4399
2021
Q1 		$16K Buy
17,100
+14,700
+613% +$1.2M ﹤0.01% 3376
2020
Q4 		$1K Buy
+2,400
New +$164K ﹤0.01% 4376
2020
Q3 		– Sell
-1,400
Closed -$1K – 4680
2020
Q2 		$1K Buy
1,400
+1,100
+367% +$56.1K ﹤0.01% 3956
2020
Q1 		$6K Buy
+300
New +$20.3K ﹤0.01% 2970
2019
Q3 		– Sell
-9,100
Closed -$35K – 4086
2019
Q2 		$35K Buy
9,100
+7,600
+507% +$581K ﹤0.01% 1809
2019
Q1 		$4K Buy
1,500
+700
+88% +$51.8K ﹤0.01% 3007
2018
Q4 		$4K Buy
+800
New +$59.3K ﹤0.01% 3004
2017
Q4 		– Sell
-7,500
Closed -$2K – 4921
2017
Q3 		$2K Sell
7,500
-3,200
-30% -$239K ﹤0.01% 5017
2017
Q2 		$5K Buy
10,700
+5,900
+123% +$418K ﹤0.01% 4796
2017
Q1 		$2K Buy
4,800
+400
+9% +$30.2K ﹤0.01% 5373
2016
Q4 		$12K Sell
4,400
-2,300
-34% -$153K ﹤0.01% 3974
2016
Q3 		$13K Sell
6,700
-10,500
-61% -$682K ﹤0.01% 3875
2016
Q2 		$115K Buy
17,200
+2,200
+15% +$139K 0.01% 1565
2016
Q1 		$155K Hold
15,000
– – 0.01% 1199
2015
Q4 		$217K Buy
+15,000
New +$863K 0.01% 1127

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.