Desjardins Global Asset Management’s Bank of Montreal BMO Stock Holding History

Desjardins Global 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 Q4	$174K	Sell	1,754 -2,786	-61%	-$233K	0.02%	378
2023 Q3	$385K	Buy	+4,540	New	+$399K	0.04%	293
2023 Q2	–	Sell	-17,314	Closed	-$1.54M	–	633
2023 Q1	$1.54M	Sell	17,314 -1,915	-10%	-$182K	0.19%	106
2022 Q4	$1.74M	Buy	+19,229	New	+$1.78M	0.27%	77

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 $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Desjardins Global Asset Management's BMO Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Bank of Montreal (BMO) stake by 61% in Q4 2023, selling an estimated $233K and leaving 1,754 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #378.

Desjardins Global Asset Management first reported a position in BMO in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.74M in Q4 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Desjardins Global Asset Management held 1,754 shares of Bank of Montreal worth $174K as of Q4 2023.
Desjardins Global Asset Management sold 2,786 Bank of Montreal shares in Q4 2023, an estimated $233K.
Bank of Montreal made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #378 holding.
Desjardins Global Asset Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 4 quarters since.
Desjardins Global Asset Management's Bank of Montreal position peaked at $1.74M in Q4 2022.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.