Henshaw Capital’s Bank of Montreal BMO Stock Holding History

Henshaw 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 Q3	–	Sell	-2,743	Closed	-$230K	–	305
2024 Q2	$230K	Buy	2,743 +81	+3%	+$7.36K	0.01%	272
2024 Q1	$260K	Buy	2,662 +271	+11%	+$25.6K	0.01%	260
2023 Q4	$237K	Buy	+2,391	New	+$200K	0.01%	266
2023 Q1	–	Sell	-2,930	Closed	-$265K	–	258
2022 Q4	$265K	Sell	2,930 -235	-7%	-$21.8K	0.02%	193
2022 Q3	$277K	Sell	3,165 -66	-2%	-$6.38K	0.02%	216
2022 Q2	$311K	Hold	3,231	–	–	0.02%	211
2022 Q1	$381K	Buy	+3,231	New	+$375K	0.02%	203

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Henshaw Capital's BMO Position: Q3 2024 in Review

Henshaw Capital sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 2,743 shares — an estimated $230K sold.

Henshaw Capital first reported a position in BMO in Q1 2022 and held it in 7 quarters. The position peaked at $381K in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

Henshaw Capital reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
Henshaw Capital sold 2,743 Bank of Montreal shares in Q3 2024, an estimated $230K.
Henshaw Capital first reported a position in Bank of Montreal in Q1 2022 and held it in 7 quarters.
Henshaw Capital's Bank of Montreal position peaked at $381K in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Henshaw Capital's 13F filing for Q3 2024, filed 28 May 2026.