Marshall Wace Asia’s Bank of Montreal BMO Stock Holding History

Marshall Wace Asia’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
2021 Q3	$104M	Buy	1,037,899 +253,197	+32%	+$25.5M	2.45%	10
2021 Q2	$80.5M	Buy	784,702 +23,257	+3%	+$2.3M	1.7%	19
2021 Q1	$67.9M	Buy	+761,445	New	+$62.1M	1.51%	24

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Marshall Wace Asia's BMO Position: Q3 2021 in Review

Marshall Wace Asia increased its Bank of Montreal (BMO) stake by 32% in Q3 2021, buying an estimated $25.5M and bringing the position to 1,037,899 shares worth $104M. The position accounts for 2.45% of the portfolio, ranked #10.

Marshall Wace Asia first reported a position in BMO in Q1 2021 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Marshall Wace Asia held 1,037,899 shares of Bank of Montreal worth $104M as of Q3 2021.
Marshall Wace Asia bought 253,197 Bank of Montreal shares in Q3 2021, an estimated $25.5M.
Bank of Montreal made up 2.45% of Marshall Wace Asia's portfolio in Q3 2021, its #10 holding.
Marshall Wace Asia first reported a position in Bank of Montreal in Q1 2021 and has held it in 3 quarters since.
459 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.