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Lingohr Asset Management’s Bank of Montreal BMO Stock Holding History

Lingohr Asset Management’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
2022
Q1 		– Sell
-5,296
Closed -$566K – 87
2021
Q4 		$566K Sell
5,296
-104
-2% -$11.2K 1.42% 20
2021
Q3 		$538K Hold
5,400
– – 1.44% 14
2021
Q2 		$553K Hold
5,400
– – 1.39% 10
2021
Q1 		$481K Buy
+5,400
New +$440K 1.2% 28
2016
Q3 		– Sell
-7,650
Closed -$485K – 78
2016
Q2 		$485K Sell
7,650
-40,882
-84% -$2.59M 0.49% 82
2016
Q1 		$2.95M Sell
48,532
-88,026
-64% -$4.82M 2.79% 8
2015
Q4 		$7.83M Sell
136,558
-12,300
-8% -$707K 3.95% 3
2015
Q3 		$8.12M Buy
148,858
+53,613
+56% +$2.94M 3.82% 4
2015
Q2 		$5.67M Buy
95,245
+12,200
+15% +$766K 3.29% 5
2015
Q1 		$4.91M Sell
83,045
-26,087
-24% -$1.62M 2.84% 7
2014
Q4 		$8.03M Sell
109,132
-50,569
-32% -$3.62M 1.99% 9
2014
Q3 		$11.7M Buy
159,701
+50,569
+46% +$3.8M 1.7% 17
2014
Q2 		$8.03M Sell
109,132
-48,863
-31% -$3.41M 1.99% 9
2014
Q1 		$10.6M Sell
157,995
-15,200
-9% -$987K 2.16% 11
2013
Q4 		$11.5M Sell
173,195
-31,200
-15% -$2.12M 2.32% 11
2013
Q3 		$13.7M Buy
204,395
+53,063
+35% +$3.33M 2.3% 6
2013
Q2 		$8.77M Buy
+151,332
New +$9.17M 1.62% 8

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Lingohr Asset Management's BMO Position: Q1 2022 in Review

Lingohr Asset Management sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 5,296 shares — an estimated $566K sold.

Lingohr Asset Management first reported a position in BMO in Q2 2013 and held it in 17 quarters. The position peaked at $13.7M in Q3 2013. 509 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

  • Lingohr Asset Management reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
  • Lingohr Asset Management sold 5,296 Bank of Montreal shares in Q1 2022, an estimated $566K.
  • Lingohr Asset Management first reported a position in Bank of Montreal in Q2 2013 and held it in 17 quarters.
  • Lingohr Asset Management's Bank of Montreal position peaked at $13.7M in Q3 2013.
  • 509 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on Lingohr Asset Management's 13F filing for Q1 2022, filed 12 May 2022.