Spotlight Asset Group’s Bank of Montreal BMO Stock Holding History

Spotlight Asset Group’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
2021 Q3	–	Sell	-4,000	Closed	-$410K	–	120
2021 Q2	$410K	Hold	4,000	–	–	0.16%	87
2021 Q1	$356K	Sell	4,000 -500	-11%	-$40.8K	0.13%	92
2020 Q4	$342K	Hold	4,500	–	–	0.13%	97
2020 Q3	$263K	Hold	4,500	–	–	0.1%	117
2020 Q2	$239K	Hold	4,500	–	–	0.1%	112
2020 Q1	$226K	Hold	4,500	–	–	0.12%	96
2019 Q4	$242K	Buy	+4,500	New	+$339K	0.12%	100

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Spotlight Asset Group's BMO Position: Q3 2021 in Review

Spotlight Asset Group sold out of Bank of Montreal (BMO) in Q3 2021, closing a stake of 4,000 shares — an estimated $410K sold.

Spotlight Asset Group first reported a position in BMO in Q4 2019 and held it in 7 quarters. The position peaked at $410K in Q2 2021. 459 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Spotlight Asset Group reported no remaining Bank of Montreal position as of Q3 2021 after selling out during the quarter.
Spotlight Asset Group sold 4,000 Bank of Montreal shares in Q3 2021, an estimated $410K.
Spotlight Asset Group first reported a position in Bank of Montreal in Q4 2019 and held it in 7 quarters.
Spotlight Asset Group's Bank of Montreal position peaked at $410K in Q2 2021.
459 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.