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Maverick Capital’s Bank of Montreal BMO Stock Holding History

Maverick Capital’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
Q4 		– Sell
-1,929
Closed -$193K – 356
2021
Q3 		$193K Buy
1,929
+431
+29% +$43.4K ﹤0.01% 535
2021
Q2 		$154K Sell
1,498
-119
-7% -$11.7K ﹤0.01% 517
2021
Q1 		$144K Buy
+1,617
New +$132K ﹤0.01% 535

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maverick Capital's BMO Position: Q4 2021 in Review

Maverick Capital sold out of Bank of Montreal (BMO) in Q4 2021, closing a stake of 1,929 shares — an estimated $193K sold.

Maverick Capital first reported a position in BMO in Q1 2021 and held it in 3 quarters. The position peaked at $193K in Q3 2021. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

  • Maverick Capital reported no remaining Bank of Montreal position as of Q4 2021 after selling out during the quarter.
  • Maverick Capital sold 1,929 Bank of Montreal shares in Q4 2021, an estimated $193K.
  • Maverick Capital first reported a position in Bank of Montreal in Q1 2021 and held it in 3 quarters.
  • Maverick Capital's Bank of Montreal position peaked at $193K in Q3 2021.
  • 488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.