Sargent Bickham Lagudis’s Bank of Montreal BMO Stock Holding History

Sargent Bickham Lagudis’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 Q4	$19.1K	Hold	211	–	–	﹤0.01%	617
2022 Q3	$18K	Hold	211	–	–	﹤0.01%	585
2022 Q2	$20K	Hold	211	–	–	﹤0.01%	587
2022 Q1	$25K	Hold	211	–	–	﹤0.01%	566
2021 Q4	$23K	Hold	211	–	–	﹤0.01%	574
2021 Q3	$21K	Hold	211	–	–	﹤0.01%	592
2021 Q2	$22K	Hold	211	–	–	﹤0.01%	592
2021 Q1	$19K	Hold	211	–	–	﹤0.01%	589
2020 Q4	$16K	Hold	211	–	–	﹤0.01%	587
2020 Q3	$12K	Hold	211	–	–	﹤0.01%	569
2020 Q2	$11K	Hold	211	–	–	﹤0.01%	559
2020 Q1	$11K	Hold	211	–	–	﹤0.01%	536
2019 Q4	$16K	Hold	211	–	–	﹤0.01%	547
2019 Q3	$16K	Hold	211	–	–	﹤0.01%	502
2019 Q2	$16K	Hold	211	–	–	﹤0.01%	531
2019 Q1	$16K	Hold	211	–	–	﹤0.01%	544
2018 Q4	$14K	Hold	211	–	–	﹤0.01%	538
2018 Q3	$17K	Hold	211	–	–	﹤0.01%	523
2018 Q2	$16K	Hold	211	–	–	﹤0.01%	524
2018 Q1	$16K	Hold	211	–	–	﹤0.01%	510
2017 Q4	$17K	Hold	211	–	–	﹤0.01%	518
2017 Q3	$16K	Sell	211 -500	-70%	-$37.3K	﹤0.01%	534
2017 Q2	$52K	Buy	711 +500	+237%	+$35.4K	0.01%	352
2017 Q1	$16K	Sell	211 -899	-81%	-$67.9K	﹤0.01%	517
2016 Q4	$80K	Sell	1,110 -802	-42%	-$53.5K	0.01%	275
2016 Q3	$125K	Buy	1,912 +408	+27%	+$26.5K	0.02%	245
2016 Q2	$95K	Buy	1,504 +278	+23%	+$17.6K	0.01%	275
2016 Q1	$74K	Buy	+1,226	New	+$67.2K	0.01%	305

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Sargent Bickham Lagudis's BMO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Bank of Montreal (BMO) position steady in Q4 2022 at 211 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Sargent Bickham Lagudis first reported a position in BMO in Q1 2016 and has held it in 28 quarters since. The position peaked at $125K in Q3 2016. 478 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

Sargent Bickham Lagudis held 211 shares of Bank of Montreal worth $19.1K as of Q4 2022.
Sargent Bickham Lagudis left its Bank of Montreal share count unchanged in Q4 2022.
Bank of Montreal made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #617 holding.
Sargent Bickham Lagudis first reported a position in Bank of Montreal in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Bank of Montreal position peaked at $125K in Q3 2016.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.