Spartan Fund Management’s Bank of Montreal BMO Stock Holding History

Spartan Fund 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
2024 Q4	$1.38M	Buy	+14,200	New	+$1.34M	4.6%	7

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Spartan Fund Management's BMO Position: Q4 2024 in Review

Spartan Fund Management opened a new position in Bank of Montreal (BMO) in Q4 2024: 14,200 shares worth $1.38M. The stake represents 4.6% of the portfolio and ranks #7 among its holdings.

536 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Spartan Fund Management held 14,200 shares of Bank of Montreal worth $1.38M as of Q4 2024.
Bank of Montreal was a new Spartan Fund Management position in Q4 2024.
Bank of Montreal made up 4.6% of Spartan Fund Management's portfolio in Q4 2024, its #7 holding.
536 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Spartan Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.