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LBP AM’s Bank of Montreal BMO Stock Holding History

LBP AM’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 		– Sell
-8,739
Closed -$790K – 465
2023
Q2 		$790K Sell
8,739
-17,871
-67% -$1.58M 0.02% 352
2023
Q1 		$2.37M Sell
26,610
-2,565
-9% -$243K 0.06% 263
2022
Q4 		$2.64M Buy
+29,175
New +$2.7M 0.08% 240

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LBP AM's BMO Position: Q3 2023 in Review

LBP AM sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 8,739 shares — an estimated $790K sold.

LBP AM first reported a position in BMO in Q4 2022 and held it in 3 quarters. The position peaked at $2.64M in Q4 2022. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

  • LBP AM reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
  • LBP AM sold 8,739 Bank of Montreal shares in Q3 2023, an estimated $790K.
  • LBP AM first reported a position in Bank of Montreal in Q4 2022 and held it in 3 quarters.
  • LBP AM's Bank of Montreal position peaked at $2.64M in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on LBP AM's 13F filing for Q3 2023, filed 14 Nov 2023.