Power Corp of Canada’s Bank of Montreal BMO Stock Holding History

Power Corp of Canada’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 Q4	–	Sell	-49,583	Closed	-$4.21M	–	170
2023 Q3	$4.21M	Buy	49,583 +652	+1%	+$57.3K	0.27%	76
2023 Q2	$4.42M	Buy	48,931 +607	+1%	+$53.7K	0.44%	75
2023 Q1	$4.15M	Buy	48,324 +26,782	+124%	+$2.54M	0.43%	82
2022 Q4	$1.95M	Buy	21,542 +228	+1%	+$21.1K	0.35%	73
2022 Q3	$1.87M	Hold	21,314	–	–	0.28%	77
2022 Q2	$2.64M	Sell	21,314 -5,335	-20%	-$567K	0.54%	22
2022 Q1	$4.53M	Buy	+26,649	New	+$3.09M	0.38%	36

Other funds holding BMO

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Power Corp of Canada's BMO Position: Q4 2023 in Review

Power Corp of Canada sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 49,583 shares — an estimated $4.21M sold.

Power Corp of Canada first reported a position in BMO in Q1 2022 and held it in 7 quarters. The position peaked at $4.53M in Q1 2022. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Power Corp of Canada reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Power Corp of Canada sold 49,583 Bank of Montreal shares in Q4 2023, an estimated $4.21M.
Power Corp of Canada first reported a position in Bank of Montreal in Q1 2022 and held it in 7 quarters.
Power Corp of Canada's Bank of Montreal position peaked at $4.53M in Q1 2022.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Power Corp of Canada's 13F filing for Q4 2023, filed 14 Feb 2024.