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Lombard Odier Asset Management (Europe)’s Bank of Montreal BMO Stock Holding History

Lombard Odier Asset Management (Europe)’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
2024
Q3 		– Sell
-20,494
Closed -$1.72M – 268
2024
Q2 		$1.72M Sell
20,494
-11,462
-36% -$1.04M 0.08% 214
2024
Q1 		$3.09M Sell
31,956
-31,459
-50% -$2.97M 0.19% 129
2023
Q4 		$6.35M Sell
63,415
-15,196
-19% -$1.27M 0.37% 85
2023
Q3 		$6.63M Buy
78,611
+20,648
+36% +$1.81M 0.34% 82
2023
Q2 		$9.22M Buy
57,963
+16,369
+39% +$1.45M 0.43% 68
2023
Q1 		$6.78M Buy
41,594
+6,171
+17% +$586K 0.34% 79
2022
Q4 		$4.34M Buy
35,423
+3,455
+11% +$320K 0.18% 131
2022
Q3 		$5.31M Sell
31,968
-346
-1% -$33.5K 0.28% 102
2022
Q2 		$3.08M Buy
32,314
+10,096
+45% +$1.07M 0.15% 149
2022
Q1 		$2.61M Buy
22,218
+2,850
+15% +$330K 0.1% 139
2021
Q4 		$2.64M Buy
+19,368
New +$2.09M 0.12% 116
2020
Q4 		– Sell
-5,634
Closed -$439K – 232
2020
Q3 		$439K Buy
+5,634
New +$326K 0.03% 200
2020
Q2 		– Sell
-5,634
Closed -$400K – 161
2020
Q1 		$400K Sell
5,634
-1,168
-17% -$79.2K 0.03% 184
2019
Q4 		$685K Hold
6,802
– – 0.05% 157
2019
Q3 		$501K Hold
6,802
– – 0.04% 190
2019
Q2 		$673K Hold
6,802
– – 0.06% 155
2019
Q1 		$510K Hold
6,802
– – 0.05% 169
2018
Q4 		$607K Hold
6,802
– – 0.05% 154
2018
Q3 		$561K Hold
6,802
– – 0.04% 188
2018
Q2 		$526K Hold
6,802
– – 0.04% 182
2018
Q1 		$662K Sell
6,802
-648
-9% -$51K 0.05% 155
2017
Q4 		$749K Hold
7,450
– – 0.05% 157
2017
Q3 		$704K Hold
7,450
– – 0.04% 172
2017
Q2 		$709K Hold
7,450
– – 0.04% 167
2017
Q1 		$556K Buy
+7,450
New +$563K 0.03% 187
2016
Q4 		– Sell
-9,724
Closed -$836K – 358
2016
Q3 		$836K Hold
9,724
– – 0.28% 94
2016
Q2 		$617K Buy
+9,724
New +$616K 0.03% 168

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 $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s BMO Position: Q3 2024 in Review

Lombard Odier Asset Management (Europe) sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 20,494 shares — an estimated $1.72M sold.

Lombard Odier Asset Management (Europe) first reported a position in BMO in Q2 2016 and held it in 27 quarters. The position peaked at $9.22M in Q2 2023. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • Lombard Odier Asset Management (Europe) reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 20,494 Bank of Montreal shares in Q3 2024, an estimated $1.72M.
  • Lombard Odier Asset Management (Europe) first reported a position in Bank of Montreal in Q2 2016 and held it in 27 quarters.
  • Lombard Odier Asset Management (Europe)'s Bank of Montreal position peaked at $9.22M in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q3 2024, filed 14 Nov 2024.