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Ridgewood Investments’s Bank of Montreal BMO Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-772
Closed -$85.4K – 249
2025
Q2 		$85.4K Hold
772
– – 0.04% 265
2025
Q1 		$73.7K Hold
772
– – 0.03% 272
2024
Q4 		$74.9K Hold
772
– – 0.04% 265
2024
Q3 		$69.6K Sell
772
-1
-0.1% -$85 0.03% 269
2024
Q2 		$64.8K Buy
+773
New +$70.2K 0.03% 288
2023
Q3 		– Sell
-760
Closed -$68.7K – 244
2023
Q2 		$68.7K Sell
760
-110
-13% -$9.72K 0.04% 281
2023
Q1 		$77.6K Buy
+870
New +$82.5K 0.05% 277

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return