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

NorthCoast 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
2021 Q3	$1.01M	Buy	+10,102	New	+$1.02M	0.04%	263
2018 Q1	–	Sell	-27,442	Closed	-$2.2M	–	172
2017 Q4	$2.2M	Sell	27,442 -25,919	-49%	-$2.02M	0.2%	87
2017 Q3	$4.04M	Buy	53,361 +1,596	+3%	+$119K	0.47%	44
2017 Q2	$3.8M	Sell	51,765 -2,134	-4%	-$151K	0.44%	39
2017 Q1	$4.03M	Buy	+53,899	New	+$4.07M	0.38%	46
2015 Q3	–	Sell	-22,027	Closed	-$1.31M	–	146
2015 Q2	$1.31M	Buy	+22,027	New	+$1.38M	0.06%	122

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

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

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

Norges Bank Oslo, Norway $935B AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

NorthCoast Asset Management's BMO Position: Q3 2021 in Review

NorthCoast Asset Management opened a new position in Bank of Montreal (BMO) in Q3 2021: 10,102 shares worth $1.01M. The stake represents 0.04% of the portfolio and ranks #263 among its holdings. This is a return to the name: NorthCoast Asset Management previously reported a position in BMO as recently as Q4 2017.

NorthCoast Asset Management first reported a position in BMO in Q2 2015 and has held it in 6 quarters since. The position peaked at $4.04M in Q3 2017. 458 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

NorthCoast Asset Management held 10,102 shares of Bank of Montreal worth $1.01M as of Q3 2021.
Bank of Montreal was a new NorthCoast Asset Management position in Q3 2021.
Bank of Montreal made up 0.04% of NorthCoast Asset Management's portfolio in Q3 2021, its #263 holding.
NorthCoast Asset Management first reported a position in Bank of Montreal in Q2 2015 and has held it in 6 quarters since.
NorthCoast Asset Management's Bank of Montreal position peaked at $4.04M in Q3 2017.
458 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.