Griffin Asset Management’s Bank of Montreal BMO Stock Holding History

Griffin Asset Management’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 Q3	–	Sell	-3,131	Closed	-$321K	–	237
2021 Q2	$321K	Buy	3,131 +7	+0.2%	+$691	0.04%	205
2021 Q1	$278K	Buy	3,124 +7	+0.2%	+$571	0.04%	210
2020 Q4	$237K	Buy	+3,117	New	+$213K	0.03%	207
2020 Q1	–	Sell	-3,079	Closed	-$239K	–	200
2019 Q4	$239K	Buy	3,079 +7	+0.2%	+$527	0.03%	199
2019 Q3	$227K	Sell	3,072 -392	-11%	-$28.6K	0.04%	204
2019 Q2	$261K	Buy	3,464 +7	+0.2%	+$535	0.03%	222
2019 Q1	$259K	Sell	3,457 -798	-19%	-$59K	0.04%	213
2018 Q4	$278K	Buy	4,255 +1,100	+35%	+$81.5K	0.05%	194
2018 Q3	$260K	Buy	+3,155	New	+$254K	0.04%	220

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return