Prelude Capital Management’s Bank of Montreal BMO Stock Holding History

Prelude Capital Management’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 Q2	–	Hold	0	–	–	–	1673
2021 Q1	–	Hold	0	–	–	–	1570
2020 Q4	–	Hold	0	–	–	–	1355
2020 Q3	–	Hold	0	–	–	–	1871
2020 Q2	–	Hold	0	–	–	–	1986
2015 Q4	–	Sell	-940	Closed	-$51K	–	1463
2015 Q3	$51K	Buy	940 +760	+422%	+$41.7K	0.01%	1052
2015 Q2	$11K	Sell	180 -2,300	-93%	-$144K	﹤0.01%	1549
2015 Q1	$149K	Buy	+2,480	New	+$154K	0.02%	806
2014 Q3	–	Sell	-170	Closed	-$13K	–	1873
2014 Q2	$13K	Buy	+170	New	+$11.9K	﹤0.01%	1790
2014 Q1	–	Sell	-500	Closed	-$33K	–	1871
2013 Q4	$33K	Buy	+500	New	+$34K	0.01%	1245

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM