Swedbank’s Bank of Montreal BMO Stock Holding History

Swedbank’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
2023 Q4	–	Sell	-2,096	Closed	-$177K	–	704
2023 Q3	$177K	Buy	+2,096	New	+$184K	﹤0.01%	688

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Swedbank's BMO Position: Q4 2023 in Review

Swedbank sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 2,096 shares — an estimated $177K sold.

Swedbank first reported a position in BMO in Q3 2023 and held it in 1 quarter. The position peaked at $177K in Q3 2023. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Swedbank reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Swedbank sold 2,096 Bank of Montreal shares in Q4 2023, an estimated $177K.
Swedbank first reported a position in Bank of Montreal in Q3 2023 and held it in 1 quarter.
Swedbank's Bank of Montreal position peaked at $177K in Q3 2023.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Swedbank's 13F filing for Q4 2023, filed 6 Dec 2024.