TOBAM’s Bank of Montreal BMO Stock Holding History

TOBAM’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 Q3	–	Sell	-1,355	Closed	-$156K	–	323
2024 Q2	$156K	Hold	1,355	–	–	0.02%	204
2024 Q1	$132K	Hold	1,355	–	–	0.01%	277
2023 Q4	$135K	Hold	1,355	–	–	0.01%	267
2023 Q3	$115K	Hold	1,355	–	–	0.01%	271
2023 Q2	$122K	Hold	1,355	–	–	0.01%	289
2023 Q1	$120K	Hold	1,355	–	–	0.01%	281
2022 Q4	$123K	Hold	1,355	–	–	0.01%	257
2022 Q3	$119K	Sell	1,355 -365	-21%	-$35.3K	0.01%	257
2022 Q2	$165K	Buy	1,720 +635	+59%	+$67.5K	0.01%	258
2022 Q1	$128K	Buy	+1,085	New	+$126K	0.01%	284

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TOBAM's BMO Position: Q3 2024 in Review

TOBAM sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 1,355 shares — an estimated $156K sold.

TOBAM first reported a position in BMO in Q1 2022 and held it in 10 quarters. The position peaked at $165K in Q2 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

TOBAM reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
TOBAM sold 1,355 Bank of Montreal shares in Q3 2024, an estimated $156K.
TOBAM first reported a position in Bank of Montreal in Q1 2022 and held it in 10 quarters.
TOBAM's Bank of Montreal position peaked at $165K in Q2 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on TOBAM's 13F filing for Q3 2024, filed 9 Oct 2024.