PAM
BMO icon

Premier Asset Management’s Bank of Montreal BMO Stock Holding History

Premier Asset 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
2022
Q3 		– Sell
-2,713
Closed -$273K – 113
2022
Q2 		$273K Sell
2,713
-1,683
-38% -$179K 0.22% 71
2022
Q1 		$519K Sell
4,396
-1,651
-27% -$191K 0.16% 73
2021
Q4 		$651K Sell
6,047
-1,537
-20% -$166K 0.11% 89
2021
Q3 		$756K Buy
+7,584
New +$763K 0.1% 97
2020
Q3 		– Sell
-5,229
Closed -$277K – 157
2020
Q2 		$277K Sell
5,229
-1,225
-19% -$62.5K 0.09% 99
2020
Q1 		$324K Buy
6,454
+160
+3% +$10.8K 0.14% 81
2019
Q4 		$488K Sell
6,294
-7,250
-54% -$546K 0.16% 85
2019
Q3 		$999K Buy
13,544
+9,075
+203% +$661K 0.24% 68
2019
Q2 		$337K Sell
4,469
-75
-2% -$5.74K 0.08% 112
2019
Q1 		$339K Hold
4,544
– – 0.08% 98
2018
Q4 		$297K Sell
4,544
-725
-14% -$53.7K 0.08% 119
2018
Q3 		$435K Hold
5,269
– – 0.1% 90
2018
Q2 		$407K Hold
5,269
– – 0.1% 96
2018
Q1 		$398K Buy
5,269
+375
+8% +$29.5K 0.09% 99
2017
Q4 		$392K Sell
4,894
-325
-6% -$25.3K 0.09% 100
2017
Q3 		$395K Sell
5,219
-325
-6% -$24.2K 0.09% 95
2017
Q2 		$407K Sell
5,544
-75
-1% -$5.31K 0.09% 92
2017
Q1 		$420K Sell
5,619
-275
-5% -$20.8K 0.1% 87
2016
Q4 		$423K Buy
+5,894
New +$393K 0.11% 84
2015
Q4 		– Sell
-14,694
Closed -$801K – 88
2015
Q3 		$801K Sell
14,694
-1,500
-9% -$82.4K 0.2% 43
2015
Q2 		$959K Buy
16,194
+200
+1% +$12.6K 0.23% 38
2015
Q1 		$959K Buy
15,994
+6,300
+65% +$391K 0.22% 39
2014
Q4 		$685K Buy
9,694
+1,100
+13% +$78.7K 0.17% 46
2014
Q3 		$632K Sell
8,594
-100
-1% -$7.52K 0.16% 44
2014
Q2 		$639K Hold
8,694
– – 0.16% 53
2014
Q1 		$582K Sell
8,694
-100
-1% -$6.5K 0.16% 48
2013
Q4 		$586K Hold
8,794
– – 0.16% 50
2013
Q3 		$587K Buy
+8,794
New +$552K 0.17% 50

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Premier Asset Management's BMO Position: Q3 2022 in Review

Premier Asset Management sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 2,713 shares — an estimated $273K sold.

Premier Asset Management first reported a position in BMO in Q3 2013 and held it in 28 quarters. The position peaked at $999K in Q3 2019. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Premier Asset Management reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Premier Asset Management sold 2,713 Bank of Montreal shares in Q3 2022, an estimated $273K.
  • Premier Asset Management first reported a position in Bank of Montreal in Q3 2013 and held it in 28 quarters.
  • Premier Asset Management's Bank of Montreal position peaked at $999K in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Premier Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.