Jim Simons’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
205,895
+160,700
| +356% | +$17.8M | 0.03% | 648 |
|
|
2025
Q1 | $4.32M | Buy |
+45,195
| New | +$4.32M | 0.01% | 1527 |
|
|
2024
Q2 | – | Sell |
-103,400
| Closed | -$10.1M | – | 3514 |
|
|
2024
Q1 | $10.1M | Buy |
+103,400
| New | +$10.1M | 0.02% | 977 |
|
|
2023
Q1 | – | Sell |
-433,795
| Closed | -$39.3M | – | 3985 |
|
|
2022
Q4 | $39.3M | Buy |
433,795
+428,495
| +8,085% | +$38.8M | 0.05% | 425 |
|
|
2022
Q3 | $464K | Sell |
5,300
-173,800
| -97% | -$15.2M | ﹤0.01% | 2971 |
|
|
2022
Q2 | $17.2M | Sell |
179,100
-87,395
| -33% | -$8.4M | 0.02% | 809 |
|
|
2022
Q1 | $31.4M | Buy |
266,495
+58,600
| +28% | +$6.91M | 0.04% | 520 |
|
|
2021
Q4 | $22.4M | Buy |
+207,895
| New | +$22.4M | 0.03% | 650 |
|
|
2021
Q2 | – | Sell |
-248,895
| Closed | -$22.2M | – | 3464 |
|
|
2021
Q1 | $22.2M | Buy |
248,895
+240,800
| +2,975% | +$21.5M | 0.03% | 712 |
|
|
2020
Q4 | $615K | Sell |
8,095
-218,700
| -96% | -$16.6M | ﹤0.01% | 2730 |
|
|
2020
Q3 | $13.3M | Sell |
226,795
-305,132
| -57% | -$17.8M | 0.01% | 967 |
|
|
2020
Q2 | $28.3M | Buy |
531,927
+497,732
| +1,456% | +$26.4M | 0.02% | 642 |
|
|
2020
Q1 | $1.72M | Sell |
34,195
-416,505
| -92% | -$20.9M | ﹤0.01% | 2127 |
|
|
2019
Q4 | $34.9M | Buy |
450,700
+137,255
| +44% | +$10.6M | 0.03% | 698 |
|
|
2019
Q3 | $23.1M | Sell |
313,445
-135,505
| -30% | -$9.99M | 0.02% | 882 |
|
|
2019
Q2 | $33.9M | Sell |
448,950
-135,500
| -23% | -$10.2M | 0.03% | 671 |
|
|
2019
Q1 | $43.7M | Sell |
584,450
-502,895
| -46% | -$37.6M | 0.04% | 576 |
|
|
2018
Q4 | $71.1M | Buy |
1,087,345
+633,150
| +139% | +$41.4M | 0.08% | 298 |
|
|
2018
Q3 | $37.5M | Sell |
454,195
-455,100
| -50% | -$37.6M | 0.04% | 576 |
|
|
2018
Q2 | $70.3M | Buy |
909,295
+429,800
| +90% | +$33.2M | 0.08% | 305 |
|
|
2018
Q1 | $36.2M | Sell |
479,495
-431,600
| -47% | -$32.6M | 0.04% | 584 |
|
|
2017
Q4 | $73M | Buy |
911,095
+263,900
| +41% | +$21.1M | 0.08% | 291 |
|
|
2017
Q3 | $49M | Sell |
647,195
-99,400
| -13% | -$7.53M | 0.06% | 425 |
|
|
2017
Q2 | $54.8M | Sell |
746,595
-158,700
| -18% | -$11.7M | 0.07% | 348 |
|
|
2017
Q1 | $67.7M | Buy |
905,295
+338,600
| +60% | +$25.3M | 0.09% | 250 |
|
|
2016
Q4 | $40.8M | Buy |
566,695
+207,000
| +58% | +$14.9M | 0.06% | 411 |
|
|
2016
Q3 | $23.6M | Buy |
359,695
+246,895
| +219% | +$16.2M | 0.04% | 604 |
|
|
2016
Q2 | $7.15M | Sell |
112,800
-134,900
| -54% | -$8.55M | 0.01% | 1370 |
|
|
2016
Q1 | $15M | Buy |
247,700
+201,700
| +438% | +$12.2M | 0.03% | 846 |
|
|
2015
Q4 | $2.6M | Sell |
46,000
-398,695
| -90% | -$22.5M | 0.01% | 1945 |
|
|
2015
Q3 | $24.3M | Buy |
444,695
+26,100
| +6% | +$1.42M | 0.06% | 416 |
|
|
2015
Q2 | $24.8M | Sell |
418,595
-436,500
| -51% | -$25.9M | 0.06% | 421 |
|
|
2015
Q1 | $51.3M | Buy |
855,095
+461,800
| +117% | +$27.7M | 0.11% | 204 |
|
|
2014
Q4 | $27.8M | Buy |
393,295
+77,400
| +25% | +$5.47M | 0.07% | 351 |
|
|
2014
Q3 | $23.3M | Buy |
315,895
+84,800
| +37% | +$6.24M | 0.06% | 387 |
|
|
2014
Q2 | $17M | Sell |
231,095
-201,500
| -47% | -$14.8M | 0.04% | 558 |
|
|
2014
Q1 | $29M | Buy |
432,595
+194,600
| +82% | +$13M | 0.07% | 333 |
|
|
2013
Q4 | $15.9M | Buy |
237,995
+189,500
| +391% | +$12.6M | 0.04% | 576 |
|
|
2013
Q3 | $3.24M | Sell |
48,495
-364,600
| -88% | -$24.4M | 0.01% | 1402 |
|
|
2013
Q2 | $24M | Buy |
+413,095
| New | +$24M | 0.06% | 382 |
|