FORA Capital’s Bank of Montreal BMO Stock Holding History

FORA Capital’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	-17,359	Closed	-$1.57M	–	404
2024 Q3	$1.57M	Buy	17,359 +10,606	+157%	+$905K	0.18%	155
2024 Q2	$566K	Buy	+6,753	New	+$613K	0.07%	285
2023 Q4	–	Sell	-8,491	Closed	-$716K	–	448
2023 Q3	$716K	Buy	+8,491	New	+$746K	0.06%	289
2023 Q2	–	Sell	-5,501	Closed	-$490K	–	371
2023 Q1	$490K	Sell	5,501 -4,357	-44%	-$413K	0.05%	360
2022 Q4	$893K	Buy	9,858 +217	+2%	+$20.1K	0.14%	180
2022 Q3	$845K	Buy	9,641 +1,416	+17%	+$137K	0.16%	184
2022 Q2	$791K	Buy	+8,225	New	+$874K	0.16%	182
2021 Q3	–	Sell	-9,368	Closed	-$961K	–	421
2021 Q2	$961K	Buy	+9,368	New	+$925K	0.18%	150
2021 Q1	–	Sell	-869	Closed	-$66K	–	790
2020 Q4	$66K	Sell	869 -1,487	-63%	-$102K	0.01%	736
2020 Q3	$138K	Buy	+2,356	New	+$136K	0.09%	234
2020 Q1	–	Sell	-3,072	Closed	-$238K	–	1049
2019 Q4	$238K	Buy	+3,072	New	+$231K	0.02%	574

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

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

Norges Bank Oslo, Norway $1T AUM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FORA Capital's BMO Position: Q4 2024 in Review

FORA Capital sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 17,359 shares — an estimated $1.57M sold.

FORA Capital first reported a position in BMO in Q4 2019 and held it in 11 quarters. The position peaked at $1.57M in Q3 2024. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

FORA Capital reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 17,359 Bank of Montreal shares in Q4 2024, an estimated $1.57M.
FORA Capital first reported a position in Bank of Montreal in Q4 2019 and held it in 11 quarters.
FORA Capital's Bank of Montreal position peaked at $1.57M in Q3 2024.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.