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Marvin & Palmer Associates’s Bank of Montreal BMO Stock Holding History

Marvin & Palmer Associates’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
2022
Q3 		– Sell
-69,658
Closed -$6.7M – 26
2022
Q2 		$6.7M Hold
69,658
– – 3.45% 21
2022
Q1 		$8.22M Buy
+69,658
New +$8.07M 3.7% 17

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Marvin & Palmer Associates's BMO Position: Q3 2022 in Review

Marvin & Palmer Associates sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 69,658 shares — an estimated $6.7M sold.

Marvin & Palmer Associates first reported a position in BMO in Q1 2022 and held it in 2 quarters. The position peaked at $8.22M in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Marvin & Palmer Associates reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Marvin & Palmer Associates sold 69,658 Bank of Montreal shares in Q3 2022, an estimated $6.7M.
  • Marvin & Palmer Associates first reported a position in Bank of Montreal in Q1 2022 and held it in 2 quarters.
  • Marvin & Palmer Associates's Bank of Montreal position peaked at $8.22M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Marvin & Palmer Associates's 13F filing for Q3 2022, filed 14 Nov 2022.