Lido Advisors

Lido Advisors’s Bank of Montreal BMO Stock Holding History

Lido Advisors’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
2025 Q2	–	Sell	-2,253	Closed	-$215K	–	1666
2025 Q1	$215K	Sell	2,253 -2,263	-50%	-$224K	﹤0.01%	1354
2024 Q4	$438K	Buy	+4,516	New	+$427K	﹤0.01%	1049
2020 Q4	–	Sell	-41,500	Closed	-$2.42M	–	814
2020 Q3	$2.42M	Sell	41,500 -1,000	-2%	-$57.9K	0.1%	147
2020 Q2	$2.25M	Hold	42,500	–	–	0.11%	146
2020 Q1	$2.14M	Hold	42,500	–	–	0.14%	133
2019 Q4	$3.29M	Sell	42,500 -513	-1%	-$38.6K	0.19%	106
2019 Q3	$3.17M	Buy	43,013 +158	+0.4%	+$11.5K	0.25%	92
2019 Q2	$3.23M	Hold	42,855	–	–	0.27%	82
2019 Q1	$3.21M	Buy	+42,855	New	+$3.17M	0.29%	77

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return