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	$2.67M	Sell	29,600 -1,200	-4%	-$102K	0.04%	258
2024 Q2	$2.58M	Buy	30,800 +1,100	+4%	+$99.9K	0.05%	234
2024 Q1	$2.79M	Buy	+29,700	New	+$2.8M	0.07%	208
2023 Q4	–	Hold	0	–	–	–	50
2023 Q3	–	Hold	0	–	–	–	41
2023 Q2	–	Hold	0	–	–	–	37
2023 Q1	–	Hold	0	–	–	–	34
2022 Q4	–	Hold	0	–	–	–	33
2022 Q3	–	Hold	0	–	–	–	31
2020 Q3	–	Hold	0	–	-$720K	–	175
2020 Q2	–	Hold	0	–	–	–	53

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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. 469 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.
469 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.