Susquehanna Portfolio Strategies’s Bank of Montreal BMO Stock Holding History

Susquehanna Portfolio Strategies’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	–	Sell	-208,609	Closed	-$18.8M	–	60
2024 Q3	$18.8M	Sell	208,609 -4,734	-2%	-$404K	1.29%	19
2024 Q2	$17.9M	Sell	213,343 -172,596	-45%	-$15.7M	0.74%	35
2024 Q1	$37.7M	Sell	385,939 -57,900	-13%	-$5.47M	0.88%	22
2023 Q4	$43.9M	Buy	+443,839	New	+$37.1M	0.78%	11

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 $115B AUM 41.58% 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

Susquehanna Portfolio Strategies's BMO Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 208,609 shares — an estimated $18.8M sold.

Susquehanna Portfolio Strategies first reported a position in BMO in Q4 2023 and held it in 4 quarters. The position peaked at $43.9M in Q4 2023. 537 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Susquehanna Portfolio Strategies reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Susquehanna Portfolio Strategies sold 208,609 Bank of Montreal shares in Q4 2024, an estimated $18.8M.
Susquehanna Portfolio Strategies first reported a position in Bank of Montreal in Q4 2023 and held it in 4 quarters.
Susquehanna Portfolio Strategies's Bank of Montreal position peaked at $43.9M in Q4 2023.
537 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.