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	$1.01M	Sell	5,700 -2,900	-34%	-$456K	﹤0.01%	2410
2026 Q1	$1.16M	Sell	8,600 -5,200	-38%	-$722K	﹤0.01%	2252
2025 Q4	$1.79M	Sell	13,800 -2,200	-14%	-$279K	﹤0.01%	1886
2025 Q3	$2.08M	Buy	+16,000	New	+$1.89M	﹤0.01%	1779
2024 Q1	–	Sell	-2,800	Closed	-$277K	–	2242
2023 Q4	$277K	Buy	+2,800	New	+$234K	﹤0.01%	2061
2023 Q1	–	Sell	-5,300	Closed	-$480K	–	2422
2022 Q4	$480K	Buy	5,300 +3,000	+130%	+$278K	0.01%	1607
2022 Q3	$202K	Buy	+2,300	New	+$222K	﹤0.01%	2068

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.