EARNEST Partners’s Bank of Montreal BMO Stock Holding History

EARNEST Partners’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	-81	Closed	-$9.28K	–	391
2023 Q3	$9.28K	Hold	81	–	–	﹤0.01%	662
2023 Q2	$7.32K	Hold	81	–	–	﹤0.01%	703
2023 Q1	$7.22K	Hold	81	–	–	﹤0.01%	693
2022 Q4	$9.94K	Hold	81	–	–	﹤0.01%	613
2022 Q3	$7K	Hold	81	–	–	﹤0.01%	665
2022 Q2	$8K	Hold	81	–	–	﹤0.01%	648
2022 Q1	$10K	Hold	81	–	–	﹤0.01%	638
2021 Q4	$9K	Hold	81	–	–	﹤0.01%	689
2021 Q3	$8K	Hold	81	–	–	﹤0.01%	704
2021 Q2	$8K	Hold	81	–	–	﹤0.01%	712
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	725
2020 Q4	$6K	Hold	81	–	–	﹤0.01%	744
2020 Q3	$5K	Hold	81	–	–	﹤0.01%	743
2020 Q2	$4K	Hold	81	–	–	﹤0.01%	768
2020 Q1	$4K	Hold	81	–	–	﹤0.01%	701
2019 Q4	$6K	Hold	81	–	–	﹤0.01%	698
2019 Q3	$6K	Hold	81	–	–	﹤0.01%	682
2019 Q2	$6K	Sell	81 -19	-19%	-$1.45K	﹤0.01%	692
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	640
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	612
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	618
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	623
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	606
2017 Q4	$8K	Buy	+100	New	+$7.8K	﹤0.01%	596

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

EARNEST Partners's BMO Position: Q4 2023 in Review

EARNEST Partners sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 81 shares — an estimated $9.28K sold.

EARNEST Partners first reported a position in BMO in Q4 2017 and held it in 24 quarters. The position peaked at $10K in Q1 2022. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

EARNEST Partners reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 81 Bank of Montreal shares in Q4 2023, an estimated $9.28K.
EARNEST Partners first reported a position in Bank of Montreal in Q4 2017 and held it in 24 quarters.
EARNEST Partners's Bank of Montreal position peaked at $10K in Q1 2022.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.