Manitou Investment Management’s Bank of Montreal BMO Stock Holding History

Manitou Investment 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
2023 Q1	–	Sell	-111,765	Closed	-$10.1M	–	69
2022 Q4	$10.1M	Buy	111,765 +91,320	+447%	+$8.45M	1.79%	21
2022 Q3	$1.81M	Buy	20,445 +250	+1%	+$24.2K	0.34%	29
2022 Q2	$1.94M	Hold	20,195	–	–	0.36%	30
2022 Q1	$2.38M	Sell	20,195 -565	-3%	-$65.5K	0.37%	30
2021 Q4	$2.23M	Buy	20,760 +350	+2%	+$37.7K	0.36%	30
2021 Q3	$2.04M	Hold	20,410	–	–	0.37%	27
2021 Q2	$2.09M	Hold	20,410	–	–	0.37%	26
2021 Q1	$1.82M	Sell	20,410 -6,567	-24%	-$536K	0.35%	26
2020 Q4	$2.05M	Hold	26,977	–	–	0.44%	24
2020 Q3	$1.57M	Hold	26,977	–	–	0.41%	26
2020 Q2	$1.43M	Buy	26,977 +15,580	+137%	+$794K	0.37%	26
2020 Q1	$571K	Hold	11,397	–	–	0.17%	29
2019 Q4	$883K	Hold	11,397	–	–	0.2%	27
2019 Q3	$840K	Hold	11,397	–	–	0.2%	26
2019 Q2	$861K	Hold	11,397	–	–	0.21%	26
2019 Q1	$853K	Sell	11,397 -1,304	-10%	-$96.4K	0.21%	26
2018 Q4	$1.05M	Sell	12,701 -1,000	-7%	-$74.1K	0.23%	28
2018 Q3	$1.13M	Sell	13,701 -1,000	-7%	-$80.4K	0.28%	26
2018 Q2	$1.14M	Hold	14,701	–	–	0.43%	22
2018 Q1	$1.11M	Buy	14,701 +2,000	+16%	+$157K	0.34%	24
2017 Q4	$1.02M	Hold	12,701	–	–	0.29%	23
2017 Q3	$961K	Buy	12,701 +1,235	+11%	+$92.1K	0.29%	22
2017 Q2	$841K	Buy	+11,466	New	+$812K	0.25%	26

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manitou Investment Management's BMO Position: Q1 2023 in Review

Manitou Investment Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 111,765 shares — an estimated $10.1M sold.

Manitou Investment Management first reported a position in BMO in Q2 2017 and held it in 23 quarters. The position peaked at $10.1M in Q4 2022. 471 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Manitou Investment Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Manitou Investment Management sold 111,765 Bank of Montreal shares in Q1 2023, an estimated $10.1M.
Manitou Investment Management first reported a position in Bank of Montreal in Q2 2017 and held it in 23 quarters.
Manitou Investment Management's Bank of Montreal position peaked at $10.1M in Q4 2022.
471 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Manitou Investment Management's 13F filing for Q1 2023, filed 18 May 2023.