Edmond de Rothschild Holding’s Bank of Montreal BMO Stock Holding History

Edmond de Rothschild Holding’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
2024 Q4	–	Sell	-1,204	Closed	-$109K	–	615
2024 Q3	$109K	Hold	1,204	–	–	﹤0.01%	469
2024 Q2	$101K	Buy	+1,204	New	+$109K	﹤0.01%	495
2021 Q3	–	Sell	-20,620	Closed	-$2.12M	–	826
2021 Q2	$2.12M	Buy	20,620 +19,200	+1,352%	+$1.9M	0.05%	267
2021 Q1	$126K	Buy	1,420 +250	+21%	+$20.4K	﹤0.01%	540
2020 Q4	$89K	Buy	+1,170	New	+$80.1K	﹤0.01%	518
2018 Q4	–	Sell	-137	Closed	-$11K	–	685
2018 Q3	$11K	Buy	+137	New	+$11K	﹤0.01%	700

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

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

Norges Bank Oslo, Norway $935B AUM

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return