Sumitomo Mitsui Trust Group
BMO icon

Sumitomo Mitsui Trust Group’s Bank of Montreal BMO Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q2 		– Sell
-1,709,247
Closed -$167M – 1075
2024
Q1 		$167M Buy
1,709,247
+12,926
+0.8% +$1.22M 0.11% 185
2023
Q4 		$170M Buy
1,696,321
+1,983
+0.1% +$166K 0.13% 168
2023
Q3 		$143M Buy
1,694,338
+189,188
+13% +$16.6M 0.12% 181
2023
Q2 		$136M Sell
1,505,150
-223,337
-13% -$19.7M 0.11% 194
2023
Q1 		$154M Sell
1,728,487
-81,554
-5% -$7.74M 0.12% 190
2022
Q4 		$164M Sell
1,810,041
-82,656
-4% -$7.65M 0.13% 181
2022
Q3 		$166M Sell
1,892,697
-45,181
-2% -$4.37M 0.14% 167
2022
Q2 		$186M Buy
1,937,878
+107,388
+6% +$11.4M 0.14% 157
2022
Q1 		$216M Sell
1,830,490
-49,041
-3% -$5.68M 0.14% 147
2021
Q4 		$202M Buy
1,879,531
+79,742
+4% +$8.59M 0.12% 182
2021
Q3 		$179M Sell
1,799,789
-91,449
-5% -$9.21M 0.11% 200
2021
Q2 		$194M Sell
1,891,238
-48,884
-3% -$4.82M 0.11% 202
2021
Q1 		$173M Buy
1,940,122
+26,825
+1% +$2.19M 0.11% 209
2020
Q4 		$145M Sell
1,913,297
-298,043
-13% -$20.4M 0.09% 240
2020
Q3 		$129M Sell
2,211,340
-315,808
-12% -$18.3M 0.09% 245
2020
Q2 		$134M Buy
2,527,148
+110,026
+5% +$5.61M 0.09% 229
2020
Q1 		$121M Buy
2,417,122
+93,131
+4% +$6.31M 0.1% 206
2019
Q4 		$180M Buy
2,323,991
+82,688
+4% +$6.22M 0.14% 163
2019
Q3 		$165M Sell
2,241,303
-5,364
-0.2% -$391K 0.14% 163
2019
Q2 		$170M Sell
2,246,667
-62,584
-3% -$4.79M 0.15% 150
2019
Q1 		$173M Buy
2,309,251
+2,096
+0.1% +$155K 0.16% 143
2018
Q4 		$150M Buy
2,307,155
+418,816
+22% +$31M 0.16% 142
2018
Q3 		$155M Sell
1,888,339
-80,509
-4% -$6.48M 0.17% 135
2018
Q2 		$152M Buy
1,968,848
+122,223
+7% +$9.41M 0.18% 127
2018
Q1 		$139M Buy
1,846,625
+13,308
+0.7% +$1.05M 0.18% 125
2017
Q4 		$147M Buy
1,833,317
+6,822
+0.4% +$532K 0.19% 122
2017
Q3 		$138M Sell
1,826,495
-41,806
-2% -$3.12M 0.2% 121
2017
Q2 		$137M Buy
1,868,301
+613
+0% +$43.4K 0.2% 119
2017
Q1 		$139M Buy
1,867,688
+4,178
+0.2% +$316K 0.22% 109
2016
Q4 		$134M Buy
1,863,510
+12,952
+0.7% +$864K 0.22% 106
2016
Q3 		$121M Buy
1,850,558
+26,386
+1% +$1.71M 0.2% 111
2016
Q2 		$115M Buy
1,824,172
+2,200
+0.1% +$139K 0.2% 118
2016
Q1 		$111M Sell
1,821,972
-6,185
-0.3% -$339K 0.19% 120
2015
Q4 		$104M Buy
1,828,157
+60,157
+3% +$3.46M 0.19% 129
2015
Q3 		$96M Buy
1,768,000
+39,575
+2% +$2.17M 0.19% 128
2015
Q2 		$103M Sell
1,728,425
-75,468
-4% -$4.74M 0.18% 133
2015
Q1 		$108M Buy
1,803,893
+172,362
+11% +$10.7M 0.2% 119
2014
Q4 		$115M Buy
1,631,531
+64,242
+4% +$4.6M 0.22% 107
2014
Q3 		$115M Sell
1,567,289
-6,334
-0.4% -$476K 0.23% 106
2014
Q2 		$116M Sell
1,573,623
-51,916
-3% -$3.62M 0.24% 100
2014
Q1 		$109M Sell
1,625,539
-55,599
-3% -$3.61M 0.23% 105
2013
Q4 		$111M Sell
1,681,138
-130,705
-7% -$8.9M 0.23% 102
2013
Q3 		$121M Sell
1,811,843
-139,701
-7% -$8.76M 0.26% 92
2013
Q2 		$112M Buy
+1,951,544
New +$118M 0.25% 88

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group's BMO Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 1,709,247 shares — an estimated $167M sold.

Sumitomo Mitsui Trust Group first reported a position in BMO in Q2 2013 and held it in 44 quarters. The position peaked at $216M in Q1 2022. 478 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,709,247 Bank of Montreal shares in Q2 2024, an estimated $167M.
  • Sumitomo Mitsui Trust Group first reported a position in Bank of Montreal in Q2 2013 and held it in 44 quarters.
  • Sumitomo Mitsui Trust Group's Bank of Montreal position peaked at $216M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.