Pictet Asset Management (Switzerland)’s Bank of Montreal BMO Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$26.6M	Buy	294,465 +23,999	+9%	+$2.12M	0.03%	399
2023 Q1	$24.1M	Sell	270,466 -1,692	-0.6%	-$161K	0.03%	425
2022 Q4	$24.6M	Buy	272,158 +12,180	+5%	+$1.13M	0.04%	400
2022 Q3	$22.9M	Buy	259,978 +8,038	+3%	+$777K	0.03%	402
2022 Q2	$24.2M	Sell	251,940 -4,295	-2%	-$456K	0.03%	412
2022 Q1	$30.2M	Buy	256,235 +6,244	+2%	+$724K	0.03%	412
2021 Q4	$27M	Sell	249,991 -3,266	-1%	-$352K	0.03%	459
2021 Q3	$25.3M	Buy	+253,257	New	+$25.5M	0.03%	462

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s BMO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Bank of Montreal (BMO) stake by 8.9% in Q2 2023, buying an estimated $2.12M and bringing the position to 294,465 shares worth $26.6M. The position accounts for 0.03% of the portfolio, ranked #399.

Pictet Asset Management (Switzerland) first reported a position in BMO in Q3 2021 and has held it in 8 quarters since. The position peaked at $30.2M in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Pictet Asset Management (Switzerland) held 294,465 shares of Bank of Montreal worth $26.6M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 23,999 Bank of Montreal shares in Q2 2023, an estimated $2.12M.
Bank of Montreal made up 0.03% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #399 holding.
Pictet Asset Management (Switzerland) first reported a position in Bank of Montreal in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Bank of Montreal position peaked at $30.2M in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.