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

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

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

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

Mackenzie Financial

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

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return