Swan Capital’s Bank of Montreal BMO Stock Holding History

Swan Capital’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	-129	Closed	-$11.6K	–	383
2024 Q3	$11.6K	Hold	129	–	–	0.01%	134
2024 Q2	$10.8K	Buy	+129	New	+$11.7K	0.01%	125

Other funds holding BMO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Swan Capital's BMO Position: Q4 2024 in Review

Swan Capital sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 129 shares — an estimated $11.6K sold.

Swan Capital first reported a position in BMO in Q2 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2024. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Swan Capital reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Swan Capital sold 129 Bank of Montreal shares in Q4 2024, an estimated $11.6K.
Swan Capital first reported a position in Bank of Montreal in Q2 2024 and held it in 2 quarters.
Swan Capital's Bank of Montreal position peaked at $11.6K in Q3 2024.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Swan Capital's 13F filing for Q4 2024, filed 25 Feb 2025.