D.E. Shaw & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.4M | Sell |
446,000
-32,700
| -7% | -$4.54M | 0.04% | 579 |
|
|
2025
Q4 | $62.2M | Sell |
478,700
-112,400
| -19% | -$14.2M | 0.03% | 607 |
|
|
2025
Q3 | $77M | Hold |
591,100
| – | – | 0.04% | 480 |
|
|
2025
Q2 | $65.6M | Hold |
591,100
| – | – | 0.05% | 463 |
|
|
2025
Q1 | $56.5M | Sell |
591,100
-214,100
| -27% | -$21.2M | 0.05% | 433 |
|
|
2024
Q4 | $78.1M | Buy |
805,200
+462,400
| +135% | +$43.7M | 0.06% | 410 |
|
|
2024
Q3 | $30.9M | Sell |
342,800
-107,200
| -24% | -$9.15M | 0.03% | 742 |
|
|
2024
Q2 | $37.8M | Sell |
450,000
-600,000
| -57% | -$54.5M | 0.04% | 564 |
|
|
2024
Q1 | $103M | Sell |
1,050,000
-345,000
| -25% | -$32.6M | 0.09% | 258 |
|
|
2023
Q4 | $138M | Buy |
1,395,000
+550,000
| +65% | +$45.9M | 0.12% | 194 |
|
|
2023
Q3 | $71.3M | Sell |
845,000
-264,400
| -24% | -$23.2M | 0.07% | 315 |
|
|
2023
Q2 | $100M | Buy |
1,109,400
+489,900
| +79% | +$43.3M | 0.1% | 226 |
|
|
2023
Q1 | $55.2M | Sell |
619,500
-5,300
| -0.8% | -$503K | 0.06% | 397 |
|
|
2022
Q4 | $56.6M | Hold |
624,800
| – | – | 0.06% | 378 |
|
|
2022
Q3 | $54.7M | Buy |
624,800
+250,000
| +67% | +$24.2M | 0.07% | 360 |
|
|
2022
Q2 | $36M | Buy |
374,800
+100,000
| +36% | +$10.6M | 0.04% | 548 |
|
|
2022
Q1 | $32.4M | Buy |
274,800
+40,600
| +17% | +$4.71M | 0.03% | 705 |
|
|
2021
Q4 | $25.2M | Buy |
+234,200
| New | +$25.2M | 0.02% | 928 |
|
|
2021
Q1 | – | Sell |
-30,000
| Closed | -$2.28M | – | 4058 |
|
|
2020
Q4 | $2.28M | Buy |
+30,000
| New | +$2.05M | ﹤0.01% | 2472 |
|
|
2017
Q3 | – | Sell |
-18,400
| Closed | -$1.35M | – | 3439 |
|
|
2017
Q2 | $1.35M | Hold |
18,400
| – | – | ﹤0.01% | 2226 |
|
|
2017
Q1 | $1.38M | Buy |
+18,400
| New | +$1.39M | ﹤0.01% | 2088 |
|
|
2014
Q2 | – | Sell |
-13,700
| Closed | -$918K | – | 4191 |
|
|
2014
Q1 | $918K | Hold |
13,700
| – | – | ﹤0.01% | 3109 |
|
|
2013
Q4 | $913K | Buy |
+13,700
| New | +$932K | ﹤0.01% | 3255 |
|
Other funds holding BMO
VCM
