Joel Greenblatt’s Bank of Montreal BMO Stock Holding History

Joel Greenblatt’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
2023 Q2	–	Sell	-6,512	Closed	-$580K	–	1310
2023 Q1	$580K	Buy	+6,512	New	+$618K	0.01%	904
2022 Q3	–	Sell	-4,335	Closed	-$417K	–	1178
2022 Q2	$417K	Buy	4,335 +385	+10%	+$40.9K	0.01%	844
2022 Q1	$466K	Buy	3,950 +372	+10%	+$43.1K	0.01%	828
2021 Q4	$385K	Buy	3,578 +807	+29%	+$87K	0.01%	867
2021 Q3	$276K	Buy	2,771 +149	+6%	+$15K	0.01%	863
2021 Q2	$269K	Buy	+2,622	New	+$259K	0.01%	874
2019 Q2	–	Sell	-4,696	Closed	-$351K	–	1137
2019 Q1	$351K	Buy	+4,696	New	+$347K	0.01%	955
2018 Q2	–	Sell	-3,007	Closed	-$227K	–	884
2018 Q1	$227K	Sell	3,007 -951	-24%	-$74.8K	﹤0.01%	869
2017 Q4	$317K	Buy	3,958 +163	+4%	+$12.7K	﹤0.01%	805
2017 Q3	$287K	Buy	3,795 +108	+3%	+$8.05K	﹤0.01%	810
2017 Q2	$271K	Buy	+3,687	New	+$261K	﹤0.01%	850

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

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

Joel Greenblatt's BMO Position: Q2 2023 in Review

Joel Greenblatt sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 6,512 shares — an estimated $580K sold.

Joel Greenblatt first reported a position in BMO in Q2 2017 and held it in 11 quarters. The position peaked at $580K in Q1 2023. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Joel Greenblatt reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Joel Greenblatt sold 6,512 Bank of Montreal shares in Q2 2023, an estimated $580K.
Joel Greenblatt first reported a position in Bank of Montreal in Q2 2017 and held it in 11 quarters.
Joel Greenblatt's Bank of Montreal position peaked at $580K in Q1 2023.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Gotham Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.