Monaco Asset Management’s Bank of Montreal BMO Stock Holding History

Monaco Asset 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
2026 Q1	–	Sell	-75,000	Closed	-$9.73M	–	70
2025 Q4	$9.73M	Hold	75,000	–	–	1.69%	18
2025 Q3	$9.77M	Buy	+75,000	New	+$8.88M	0.59%	19
2023 Q3	–	Sell	-50,000	Closed	-$4.52M	–	72
2023 Q2	$4.52M	Buy	50,000 +25,000	+100%	+$2.21M	1.26%	22
2023 Q1	$2.23M	Buy	+25,000	New	+$2.37M	0.68%	34

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monaco Asset Management's BMO Position: Q1 2023 in Review

Monaco Asset Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 44,700 shares — an estimated $4.24M sold.

Monaco Asset Management first reported a position in BMO in Q4 2022 and held it in 1 quarter. The position peaked at $4.05M in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Monaco Asset Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Monaco Asset Management sold 44,700 Bank of Montreal shares in Q1 2023, an estimated $4.24M.
Monaco Asset Management first reported a position in Bank of Montreal in Q4 2022 and held it in 1 quarter.
Monaco Asset Management's Bank of Montreal position peaked at $4.05M in Q4 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Monaco Asset Management's 13F filing for Q1 2023, filed 11 May 2023.