Man Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.63M | Sell |
41,597
-162,799
| -80% | -$22.6M | 0.01% | 1093 |
|
|
2025
Q4 | $26.6M | Buy |
204,396
+162,237
| +385% | +$20.5M | 0.05% | 401 |
|
|
2025
Q3 | $5.49M | Sell |
42,159
-67,957
| -62% | -$8.05M | 0.01% | 1035 |
|
|
2025
Q2 | $12.2M | Buy |
110,116
+3,846
| +4% | +$388K | 0.03% | 696 |
|
|
2025
Q1 | $10.1M | Buy |
106,270
+53,513
| +101% | +$5.29M | 0.03% | 721 |
|
|
2024
Q4 | $5.12M | Buy |
52,757
+18,075
| +52% | +$1.71M | 0.02% | 1003 |
|
|
2024
Q3 | $3.13M | Sell |
34,682
-11,439
| -25% | -$976K | 0.01% | 1179 |
|
|
2024
Q2 | $3.87M | Buy |
46,121
+23,572
| +105% | +$2.14M | 0.01% | 1116 |
|
|
2024
Q1 | $2.2M | Buy |
22,549
+3,060
| +16% | +$289K | 0.01% | 1274 |
|
|
2023
Q4 | $1.93M | Buy |
+19,489
| New | +$1.63M | 0.01% | 1288 |
|
|
2023
Q3 | – | Sell |
-30,365
| Closed | -$2.67M | – | 1163 |
|
|
2023
Q2 | $2.74M | Buy |
+30,365
| New | +$2.68M | 0.01% | 1094 |
|
|
2023
Q1 | – | Sell |
-198,186
| Closed | -$18.8M | – | 919 |
|
|
2022
Q4 | $17.9M | Buy |
198,186
+7,480
| +4% | +$692K | 0.06% | 370 |
|
|
2022
Q3 | $16.8M | Buy |
+190,706
| New | +$18.4M | 0.08% | 308 |
|
|
2022
Q2 | – | Sell |
-247,427
| Closed | -$26.3M | – | 329 |
|
|
2022
Q1 | $29.2M | Buy |
247,427
+11,011
| +5% | +$1.28M | 0.1% | 218 |
|
|
2021
Q4 | $25.5M | Buy |
236,416
+67,865
| +40% | +$7.31M | 0.08% | 298 |
|
|
2021
Q3 | $16.8M | Sell |
168,551
-504,853
| -75% | -$50.8M | 0.06% | 399 |
|
|
2021
Q2 | $69.1M | Sell |
673,404
-497,050
| -42% | -$49.1M | 0.24% | 80 |
|
|
2021
Q1 | $104M | Buy |
1,170,454
+1,088,128
| +1,322% | +$88.7M | 0.46% | 32 |
|
|
2020
Q4 | $6.25M | Sell |
82,326
-48,950
| -37% | -$3.35M | 0.03% | 673 |
|
|
2020
Q3 | $7.65M | Sell |
131,276
-74,011
| -36% | -$4.29M | 0.03% | 598 |
|
|
2020
Q2 | $10.9M | Buy |
205,287
+18,047
| +10% | +$920K | 0.06% | 334 |
|
|
2020
Q1 | $9.35M | Sell |
187,240
-271,751
| -59% | -$18.4M | 0.06% | 310 |
|
|
2019
Q4 | $35.6M | Sell |
458,991
-143,591
| -24% | -$10.8M | 0.12% | 204 |
|
|
2019
Q3 | $44.4M | Buy |
602,582
+171,408
| +40% | +$12.5M | 0.17% | 137 |
|
|
2019
Q2 | $32.6M | Sell |
431,174
-40,317
| -9% | -$3.08M | 0.12% | 207 |
|
|
2019
Q1 | $35.3M | Buy |
471,491
+156,391
| +50% | +$11.6M | 0.13% | 172 |
|
|
2018
Q4 | $20.6M | Sell |
315,100
-411,000
| -57% | -$30.5M | 0.09% | 246 |
|
|
2018
Q3 | $59.8M | Buy |
726,100
+223,700
| +45% | +$18M | 0.22% | 84 |
|
|
2018
Q2 | $38.8M | Buy |
502,400
+331,400
| +194% | +$25.5M | 0.16% | 122 |
|
|
2018
Q1 | $12.9M | Buy |
+171,000
| New | +$13.5M | 0.06% | 379 |
|
Other funds holding BMO
VCM
