Johnson Midwest Financial’s Bank of Montreal BMO Stock Holding History

Johnson Midwest Financial’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 Q3	$31K	Buy	367 +1	+0.3%	+$88	0.07%	111
2023 Q2	$33.1K	Buy	366 +80	+28%	+$7.07K	0.03%	109
2023 Q1	$25.5K	Hold	286	–	–	0.04%	125
2022 Q4	$26K	Hold	286	–	–	0.1%	115
2022 Q3	$25	Hold	286	–	–	0.1%	117
2022 Q2	$28K	Hold	286	–	–	0.04%	107
2022 Q1	$34K	Hold	286	–	–	0.05%	95
2021 Q4	$31K	Buy	+286	New	+$30.8K	0.02%	107

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Johnson Midwest Financial's BMO Position: Q3 2023 in Review

Johnson Midwest Financial increased its Bank of Montreal (BMO) stake by 0.27% in Q3 2023, buying an estimated $88 and bringing the position to 367 shares worth $31K. The position accounts for 0.07% of the portfolio, ranked #111.

Johnson Midwest Financial first reported a position in BMO in Q4 2021 and has held it in 8 quarters since. The position peaked at $34K in Q1 2022. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Johnson Midwest Financial held 367 shares of Bank of Montreal worth $31K as of Q3 2023.
Johnson Midwest Financial bought 1 Bank of Montreal share in Q3 2023, an estimated $88.
Bank of Montreal made up 0.07% of Johnson Midwest Financial's portfolio in Q3 2023, its #111 holding.
Johnson Midwest Financial first reported a position in Bank of Montreal in Q4 2021 and has held it in 8 quarters since.
Johnson Midwest Financial's Bank of Montreal position peaked at $34K in Q1 2022.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.