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Timelo Investment Management’s Bank of Montreal BMO Stock Holding History

Timelo Investment Management’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
Q2 		– Sell
-105,000
Closed -$9.36M – 25
2023
Q1 		$9.36M Sell
105,000
-95,000
-48% -$9.01M 9.19% 2
2022
Q4 		$18.1M Buy
+200,000
New +$18.5M 13.38% 2

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Timelo Investment Management's BMO Position: Q2 2023 in Review

Timelo Investment Management sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 105,000 shares — an estimated $9.36M sold.

Timelo Investment Management first reported a position in BMO in Q4 2022 and held it in 2 quarters. The position peaked at $18.1M in Q4 2022. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

  • Timelo Investment Management reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
  • Timelo Investment Management sold 105,000 Bank of Montreal shares in Q2 2023, an estimated $9.36M.
  • Timelo Investment Management first reported a position in Bank of Montreal in Q4 2022 and held it in 2 quarters.
  • Timelo Investment Management's Bank of Montreal position peaked at $18.1M in Q4 2022.
  • 469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Timelo Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.