Mirova’s Bank of Montreal BMO Stock Holding History

Mirova’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
2020 Q4	–	Sell	-4,287	Closed	-$250K	–	175
2020 Q3	$250K	Buy	+4,287	New	+$248K	0.04%	59

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Mirova's BMO Position: Q4 2020 in Review

Mirova sold out of Bank of Montreal (BMO) in Q4 2020, closing a stake of 4,287 shares — an estimated $250K sold.

Mirova first reported a position in BMO in Q3 2020 and held it in 1 quarter. The position peaked at $250K in Q3 2020. 400 funds tracked by Wall St. Rank hold BMO as of Q4 2020.

Mirova reported no remaining Bank of Montreal position as of Q4 2020 after selling out during the quarter.
Mirova sold 4,287 Bank of Montreal shares in Q4 2020, an estimated $250K.
Mirova first reported a position in Bank of Montreal in Q3 2020 and held it in 1 quarter.
Mirova's Bank of Montreal position peaked at $250K in Q3 2020.
400 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2020.

Based on Mirova's 13F filing for Q4 2020, filed 12 Feb 2021.