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

Ostrum 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
2024
Q1 		– Sell
-28,475
Closed -$2.83M – 657
2023
Q4 		$2.83M Sell
28,475
-1,961
-6% -$164K 0.25% 129
2023
Q3 		$2.58M Sell
30,436
-1,393
-4% -$122K 0.24% 125
2023
Q2 		$2.88M Sell
31,829
-2,135
-6% -$189K 0.24% 135
2023
Q1 		$3.02M Buy
+33,964
New +$3.22M 0.26% 122

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Ostrum Asset Management's BMO Position: Q1 2024 in Review

Ostrum Asset Management sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 28,475 shares — an estimated $2.83M sold.

Ostrum Asset Management first reported a position in BMO in Q1 2023 and held it in 4 quarters. The position peaked at $3.02M in Q1 2023. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Ostrum Asset Management reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Ostrum Asset Management sold 28,475 Bank of Montreal shares in Q1 2024, an estimated $2.83M.
  • Ostrum Asset Management first reported a position in Bank of Montreal in Q1 2023 and held it in 4 quarters.
  • Ostrum Asset Management's Bank of Montreal position peaked at $3.02M in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Ostrum Asset Management's 13F filing for Q1 2024, filed 13 May 2024.