First Manhattan’s Bank of Montreal BMO Stock Holding History

First Manhattan’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	-500	Closed	-$48.8K	–	744
2024 Q1	$48.8K	Hold	500	–	–	﹤0.01%	898
2023 Q4	$49.5K	Hold	500	–	–	﹤0.01%	872
2023 Q3	$42.2K	Buy	+500	New	+$43.9K	﹤0.01%	905
2020 Q3	–	Sell	-113	Closed	-$5K	–	1332
2020 Q2	$5K	Buy	+113	New	+$5.76K	﹤0.01%	1235
2017 Q4	–	Sell	-300	Closed	-$22K	–	1445
2017 Q3	$22K	Buy	+300	New	+$22.4K	﹤0.01%	1106
2017 Q1	–	Sell	-75	Closed	-$5K	–	1391
2016 Q4	$5K	Hold	75	–	–	﹤0.01%	1240
2016 Q3	$4K	Hold	75	–	–	﹤0.01%	1277
2016 Q2	$4K	Hold	75	–	–	﹤0.01%	1331
2016 Q1	$4K	Hold	75	–	–	﹤0.01%	1262
2015 Q4	$4K	Hold	75	–	–	﹤0.01%	1278
2015 Q3	$4K	Hold	75	–	–	﹤0.01%	1277
2015 Q2	$4K	Hold	75	–	–	﹤0.01%	1310
2015 Q1	$4K	Hold	75	–	–	﹤0.01%	1327
2014 Q4	$5K	Hold	75	–	–	﹤0.01%	1318
2014 Q3	$5K	Hold	75	–	–	﹤0.01%	1294
2014 Q2	$5K	Hold	75	–	–	﹤0.01%	1263
2014 Q1	$5K	Hold	75	–	–	﹤0.01%	1256
2013 Q4	$4K	Hold	75	–	–	﹤0.01%	1251
2013 Q3	$5K	Hold	75	–	–	﹤0.01%	1235
2013 Q2	$4K	Buy	+75	New	+$4.54K	﹤0.01%	1240

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

First Manhattan's BMO Position: Q2 2024 in Review

First Manhattan sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 500 shares — an estimated $48.8K sold.

First Manhattan first reported a position in BMO in Q2 2013 and held it in 20 quarters. The position peaked at $49.5K in Q4 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

First Manhattan reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 500 Bank of Montreal shares in Q2 2024, an estimated $48.8K.
First Manhattan first reported a position in Bank of Montreal in Q2 2013 and held it in 20 quarters.
First Manhattan's Bank of Montreal position peaked at $49.5K in Q4 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.