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Eudaimonia Partners’s Bank of Montreal BMO Stock Holding History

Eudaimonia 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
2021
Q2 		– Sell
-158
Closed -$14K – 488
2021
Q1 		$14K Buy
+158
New +$12.9K ﹤0.01% 1068
2020
Q1 		– Sell
-388
Closed -$30K – 676
2019
Q4 		$30K Buy
+388
New +$29.2K 0.01% 601

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Eudaimonia Partners's BMO Position: Q2 2021 in Review

Eudaimonia Partners sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 158 shares — an estimated $14K sold.

Eudaimonia Partners first reported a position in BMO in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 441 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

  • Eudaimonia Partners reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 158 Bank of Montreal shares in Q2 2021, an estimated $14K.
  • Eudaimonia Partners first reported a position in Bank of Montreal in Q4 2019 and held it in 2 quarters.
  • Eudaimonia Partners's Bank of Montreal position peaked at $30K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.