Lee Ainslie’s Bank of Montreal BMO Stock Holding History

Lee Ainslie’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
2021 Q4	–	Sell	-1,929	Closed	-$193K	–	356
2021 Q3	$193K	Buy	1,929 +431	+29%	+$43.4K	﹤0.01%	535
2021 Q2	$154K	Sell	1,498 -119	-7%	-$11.7K	﹤0.01%	517
2021 Q1	$144K	Buy	+1,617	New	+$132K	﹤0.01%	535

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lee Ainslie's BMO Position: Q4 2021 in Review

Lee Ainslie sold out of Bank of Montreal (BMO) in Q4 2021, closing a stake of 1,929 shares — an estimated $193K sold.

Lee Ainslie first reported a position in BMO in Q1 2021 and held it in 3 quarters. The position peaked at $193K in Q3 2021. 489 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

Lee Ainslie reported no remaining Bank of Montreal position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 1,929 Bank of Montreal shares in Q4 2021, an estimated $193K.
Lee Ainslie first reported a position in Bank of Montreal in Q1 2021 and held it in 3 quarters.
Lee Ainslie's Bank of Montreal position peaked at $193K in Q3 2021.
489 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.