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

Lombard Odier Asset Management (USA)’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
Q1 		– Sell
-30,000
Closed -$2.72M – 317
2022
Q4 		$2.72M Hold
30,000
– – 0.07% 155
2022
Q3 		$2.63M Buy
+30,000
New +$2.9M 0.08% 161

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 $115B AUM 41.58% 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 $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s BMO Position: Q1 2023 in Review

Lombard Odier Asset Management (USA) sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 3,688 shares — an estimated $334K sold.

Lombard Odier Asset Management (USA) first reported a position in BMO in Q3 2022 and held it in 2 quarters. The position peaked at $477K in Q3 2022. 471 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

  • Lombard Odier Asset Management (USA) reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 3,688 Bank of Montreal shares in Q1 2023, an estimated $334K.
  • Lombard Odier Asset Management (USA) first reported a position in Bank of Montreal in Q3 2022 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Bank of Montreal position peaked at $477K in Q3 2022.
  • 471 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2023, filed 15 May 2023.