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

Mawer 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
2019
Q3 		– Sell
-2,833,136
Closed -$214M – 94
2019
Q2 		$214M Sell
2,833,136
-33,791
-1% -$2.58M 1.39% 27
2019
Q1 		$215M Sell
2,866,927
-40,482
-1% -$2.99M 1.53% 24
2018
Q4 		$191M Sell
2,907,409
-17,045
-0.6% -$1.26M 1.59% 23
2018
Q3 		$243M Buy
2,924,454
+4,806
+0.2% +$387K 1.82% 18
2018
Q2 		$226M Sell
2,919,648
-27,785
-0.9% -$2.14M 1.82% 15
2018
Q1 		$222M Buy
2,947,433
+64,615
+2% +$5.08M 1.86% 17
2017
Q4 		$231M Sell
2,882,818
-44,962
-2% -$3.51M 1.91% 16
2017
Q3 		$222M Buy
2,927,780
+96,038
+3% +$7.16M 1.89% 18
2017
Q2 		$208M Sell
2,831,742
-7,421
-0.3% -$525K 1.92% 16
2017
Q1 		$212M Sell
2,839,163
-6,435
-0.2% -$486K 2.04% 15
2016
Q4 		$204M Buy
2,845,598
+75,277
+3% +$5.02M 2.09% 14
2016
Q3 		$181M Buy
+2,770,321
New +$180M 1.9% 16
2016
Q2 		– Sell
-2,360,830
Closed -$143M – 85
2016
Q1 		$143M Buy
2,360,830
+245,943
+12% +$13.5M 1.66% 18
2015
Q4 		$119M Buy
2,114,887
+32,937
+2% +$1.89M 1.53% 19
2015
Q3 		$114M Buy
2,081,950
+264,123
+15% +$14.5M 1.56% 18
2015
Q2 		$108M Buy
1,817,827
+44,837
+3% +$2.81M 1.37% 25
2015
Q1 		$106M Buy
1,772,990
+86,295
+5% +$5.35M 1.36% 25
2014
Q4 		$120M Sell
1,686,695
-128,240
-7% -$9.18M 1.55% 21
2014
Q3 		$133M Sell
1,814,935
-18,529
-1% -$1.39M 1.79% 15
2014
Q2 		$135M Sell
1,833,464
-7,676
-0.4% -$535K 1.79% 14
2014
Q1 		$123M Sell
1,841,140
-279,395
-13% -$18.1M 1.75% 14
2013
Q4 		$141M Buy
2,120,535
+22,678
+1% +$1.54M 2.06% 10
2013
Q3 		$140M Buy
+2,097,857
New +$132M 2.25% 9

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mawer Investment Management's BMO Position: Q3 2019 in Review

Mawer Investment Management sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 2,833,136 shares — an estimated $214M sold.

Mawer Investment Management first reported a position in BMO in Q3 2013 and held it in 23 quarters. The position peaked at $243M in Q3 2018. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Mawer Investment Management reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Mawer Investment Management sold 2,833,136 Bank of Montreal shares in Q3 2019, an estimated $214M.
  • Mawer Investment Management first reported a position in Bank of Montreal in Q3 2013 and held it in 23 quarters.
  • Mawer Investment Management's Bank of Montreal position peaked at $243M in Q3 2018.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Mawer Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.