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SpiderRock Advisors’s Bank of Montreal BMO Stock Holding History

SpiderRock Advisors’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
Q3 		$3.15M Sell
34,917
-1,200
-3% -$102K 0.05% 232
2024
Q2 		$3.03M Hold
36,117
– – 0.06% 208
2024
Q1 		$3.39M Buy
+36,117
New +$3.41M 0.08% 189

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B 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 $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SpiderRock Advisors's BMO Position: Q3 2024 in Review

SpiderRock Advisors reduced its Bank of Montreal (BMO) stake by 3.3% in Q3 2024, selling an estimated $102K and leaving 34,917 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #232.

SpiderRock Advisors first reported a position in BMO in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.39M in Q1 2024. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • SpiderRock Advisors held 34,917 shares of Bank of Montreal worth $3.15M as of Q3 2024.
  • SpiderRock Advisors sold 1,200 Bank of Montreal shares in Q3 2024, an estimated $102K.
  • Bank of Montreal made up 0.05% of SpiderRock Advisors's portfolio in Q3 2024, its #232 holding.
  • SpiderRock Advisors first reported a position in Bank of Montreal in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Bank of Montreal position peaked at $3.39M in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.