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Marshall Wace North America’s Bank of Montreal BMO Stock Holding History

Marshall Wace North America’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 		$8.22M Buy
82,420
+6,170
+8% +$621K 0.04% 393
2021
Q2 		$7.82M Sell
76,250
-195,230
-72% -$19.3M 0.03% 422
2021
Q1 		$24.2M Buy
271,480
+153,512
+130% +$12.5M 0.1% 222
2020
Q4 		$8.96M Sell
117,968
-47,393
-29% -$3.24M 0.04% 406
2020
Q3 		$9.64M Buy
165,361
+27,178
+20% +$1.57M 0.06% 283
2020
Q2 		$7.33M Sell
138,183
-10,023
-7% -$511K 0.05% 310
2020
Q1 		$7.4M Buy
148,206
+144,106
+3,515% +$9.77M 0.06% 260
2019
Q4 		$318K Sell
4,100
-73,011
-95% -$5.5M ﹤0.01% 886
2019
Q3 		$5.68M Buy
77,111
+19,611
+34% +$1.43M 0.03% 344
2019
Q2 		$4.35M Buy
57,500
+47,500
+475% +$3.63M 0.03% 394
2019
Q1 		$749K Sell
10,000
-44,100
-82% -$3.26M 0.01% 725
2018
Q4 		$3.53M Buy
54,100
+45,200
+508% +$3.35M 0.03% 319
2018
Q3 		$734K Buy
8,900
+600
+7% +$48.3K 0.01% 654
2018
Q2 		$641K Sell
8,300
-2,000
-19% -$154K ﹤0.01% 1030
2018
Q1 		$778K Buy
10,300
+3,500
+51% +$275K ﹤0.01% 1059
2017
Q4 		$546K Buy
+6,800
New +$530K ﹤0.01% 1132

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Marshall Wace North America's BMO Position: Q3 2021 in Review

Marshall Wace North America increased its Bank of Montreal (BMO) stake by 8.1% in Q3 2021, buying an estimated $621K and bringing the position to 82,420 shares worth $8.22M. The position accounts for 0.04% of the portfolio, ranked #393.

Marshall Wace North America first reported a position in BMO in Q4 2017 and has held it in 16 quarters since. The position peaked at $24.2M in Q1 2021. 459 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

  • Marshall Wace North America held 82,420 shares of Bank of Montreal worth $8.22M as of Q3 2021.
  • Marshall Wace North America bought 6,170 Bank of Montreal shares in Q3 2021, an estimated $621K.
  • Bank of Montreal made up 0.04% of Marshall Wace North America's portfolio in Q3 2021, its #393 holding.
  • Marshall Wace North America first reported a position in Bank of Montreal in Q4 2017 and has held it in 16 quarters since.
  • Marshall Wace North America's Bank of Montreal position peaked at $24.2M in Q1 2021.
  • 459 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

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