Farmers & Merchants Investments Inc’s Bank of Montreal BMO Stock Holding History

Farmers & Merchants Investments Inc’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
2022 Q3	–	Sell	-143	Closed	-$14K	–	1570
2022 Q2	$14K	Hold	143	–	–	﹤0.01%	615
2022 Q1	$17K	Sell	143 -21	-13%	-$2.43K	﹤0.01%	607
2021 Q4	$18K	Hold	164	–	–	﹤0.01%	605
2021 Q3	$16K	Hold	164	–	–	﹤0.01%	599
2021 Q2	$17K	Sell	164 -25	-13%	-$2.47K	﹤0.01%	509
2021 Q1	$17K	Buy	189 +51	+37%	+$4.16K	﹤0.01%	494
2020 Q4	$10K	Buy	138 +29	+27%	+$1.99K	﹤0.01%	589
2020 Q3	$6K	Hold	109	–	–	﹤0.01%	674
2020 Q2	$6K	Hold	109	–	–	﹤0.01%	659
2020 Q1	$5K	Hold	109	–	–	﹤0.01%	641
2019 Q4	$8K	Hold	109	–	–	﹤0.01%	631
2019 Q3	$8K	Hold	109	–	–	﹤0.01%	604
2019 Q2	$8K	Hold	109	–	–	﹤0.01%	606
2019 Q1	$8K	Hold	109	–	–	﹤0.01%	585
2018 Q4	$7K	Hold	109	–	–	﹤0.01%	541
2018 Q3	$9K	Hold	109	–	–	﹤0.01%	554
2018 Q2	$8K	Sell	109 -41	-27%	-$3.16K	﹤0.01%	579
2018 Q1	$11K	Hold	150	–	–	﹤0.01%	505
2017 Q4	$12K	Hold	150	–	–	﹤0.01%	495
2017 Q3	$11K	Sell	150 -150	-50%	-$11.2K	﹤0.01%	494
2017 Q2	$22K	Sell	300 -27	-8%	-$1.91K	﹤0.01%	425
2017 Q1	$24K	Buy	327 +129	+65%	+$9.74K	﹤0.01%	382
2016 Q4	$14K	Hold	198	–	–	﹤0.01%	470
2016 Q3	$13K	Buy	198 +3	+2%	+$195	﹤0.01%	426
2016 Q2	$12K	Hold	195	–	–	﹤0.01%	423
2016 Q1	$12K	Buy	195 +98	+101%	+$5.37K	﹤0.01%	432
2015 Q4	$5K	Buy	+97	New	+$5.58K	﹤0.01%	567

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's BMO Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 143 shares — an estimated $14K sold.

Farmers & Merchants Investments Inc first reported a position in BMO in Q4 2015 and held it in 27 quarters. The position peaked at $24K in Q1 2017. 458 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Farmers & Merchants Investments Inc reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 143 Bank of Montreal shares in Q3 2022, an estimated $14K.
Farmers & Merchants Investments Inc first reported a position in Bank of Montreal in Q4 2015 and held it in 27 quarters.
Farmers & Merchants Investments Inc's Bank of Montreal position peaked at $24K in Q1 2017.
458 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.