Engineers Gate Manager’s Bank of Montreal BMO Stock Holding History

Engineers Gate Manager’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 Q2	–	Sell	-2,700	Closed	-$264K	–	1931
2024 Q1	$264K	Sell	2,700 -3,463	-56%	-$327K	0.01%	1527
2023 Q4	$615K	Buy	+6,163	New	+$514K	0.02%	1068
2023 Q3	–	Sell	-8,295	Closed	-$749K	–	1800
2023 Q2	$749K	Buy	+8,295	New	+$733K	0.03%	846
2022 Q1	–	Sell	-4,396	Closed	-$474K	–	1870
2021 Q4	$474K	Buy	+4,396	New	+$474K	0.02%	1095

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Engineers Gate Manager's BMO Position: Q2 2024 in Review

Engineers Gate Manager sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 2,700 shares — an estimated $264K sold.

Engineers Gate Manager first reported a position in BMO in Q4 2021 and held it in 4 quarters. The position peaked at $749K in Q2 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Engineers Gate Manager reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Engineers Gate Manager sold 2,700 Bank of Montreal shares in Q2 2024, an estimated $264K.
Engineers Gate Manager first reported a position in Bank of Montreal in Q4 2021 and held it in 4 quarters.
Engineers Gate Manager's Bank of Montreal position peaked at $749K in Q2 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Engineers Gate Manager's 13F filing for Q2 2024, filed 14 Aug 2024.