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Paloma Partners’s Bank of Montreal BMO Stock Holding History

Paloma Partners’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
Q1 		– Sell
-36,200
Closed -$2.75M – 2040
2020
Q4 		$2.75M Buy
+36,200
New +$2.48M 0.07% 293

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Paloma Partners's BMO Position: Q1 2022 in Review

Paloma Partners sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 28,496 shares — an estimated $3.07M sold.

Paloma Partners first reported a position in BMO in Q3 2013 and held it in 21 quarters. The position peaked at $4.54M in Q1 2016. 509 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

  • Paloma Partners reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 28,496 Bank of Montreal shares in Q1 2022, an estimated $3.07M.
  • Paloma Partners first reported a position in Bank of Montreal in Q3 2013 and held it in 21 quarters.
  • Paloma Partners's Bank of Montreal position peaked at $4.54M in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.