Paul Tudor Jones’s Bank of Montreal BMO Stock Holding History

Paul Tudor Jones’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 Q2	$3.91M	Buy	22,100 +15,800	+251%	+$2.48M	0.01%	1458
2026 Q1	$853K	Sell	6,300 -12,100	-66%	-$1.68M	﹤0.01%	2479
2025 Q4	$2.39M	Sell	18,400 -8,600	-32%	-$1.09M	﹤0.01%	1688
2025 Q3	$3.52M	Buy	27,000 +17,900	+197%	+$2.12M	0.01%	1425
2025 Q2	$1.01M	Buy	+9,100	New	+$917K	﹤0.01%	2120
2024 Q3	–	Sell	-3,900	Closed	-$327K	–	2718
2024 Q2	$327K	Buy	+3,900	New	+$354K	﹤0.01%	1979
2024 Q1	–	Sell	-4,500	Closed	-$445K	–	2241
2023 Q4	$445K	Buy	+4,500	New	+$376K	﹤0.01%	1847
2023 Q1	–	Sell	-3,700	Closed	-$335K	–	2420
2022 Q4	$335K	Buy	+3,700	New	+$342K	0.01%	1828

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Paul Tudor Jones's BMO Position: Q4 2023 in Review

Paul Tudor Jones sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 3,730 shares — an estimated $311K sold.

Paul Tudor Jones first reported a position in BMO in Q4 2021 and held it in 4 quarters. The position peaked at $538K in Q2 2023. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Paul Tudor Jones reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Paul Tudor Jones sold 3,730 Bank of Montreal shares in Q4 2023, an estimated $311K.
Paul Tudor Jones first reported a position in Bank of Montreal in Q4 2021 and held it in 4 quarters.
Paul Tudor Jones's Bank of Montreal position peaked at $538K in Q2 2023.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Tudor Investment Corp's 13F filing for Q4 2023, filed 14 Feb 2024.