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Unigestion Holding’s Bank of Montreal BMO Stock Holding History

Unigestion Holding’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
-13,159
Closed -$1.11M – 155
2023
Q3 		$1.11M Hold
13,159
– – 0.07% 114
2023
Q2 		$1.18M Sell
13,159
-204
-2% -$18K 0.07% 121
2023
Q1 		$1.18M Hold
13,363
– – 0.06% 135
2022
Q4 		$1.22M Sell
13,363
-104
-0.8% -$9.63K 0.06% 142
2022
Q3 		$1.18M Sell
13,467
-14,964
-53% -$1.45M 0.07% 130
2022
Q2 		$2.73M Buy
28,431
+12,701
+81% +$1.35M 0.15% 87
2022
Q1 		$1.86M Sell
15,730
-2,653
-14% -$308K 0.08% 99
2021
Q4 		$1.98M Sell
18,383
-544
-3% -$58.6K 0.08% 98
2021
Q3 		$1.89M Sell
18,927
-11,036
-37% -$1.11M 0.08% 91
2021
Q2 		$3.06M Buy
29,963
+9,245
+45% +$912K 0.11% 86
2021
Q1 		$1.85M Buy
20,718
+15,623
+307% +$1.27M 0.07% 110
2020
Q4 		$387K Sell
5,095
-1,405
-22% -$96.2K 0.01% 209
2020
Q3 		$380K Buy
6,500
+2,700
+71% +$156K 0.01% 167
2020
Q2 		$202K Sell
3,800
-113,606
-97% -$5.79M 0.01% 206
2020
Q1 		$5.93M Buy
+117,406
New +$7.96M 0.22% 77
2019
Q3 		$13.4M Sell
182,206
-75,300
-29% -$5.49M 0.37% 68
2019
Q2 		$19.4M Buy
257,506
+40,500
+19% +$3.1M 0.52% 60
2019
Q1 		$16.2M Sell
217,006
-95,700
-31% -$7.08M 0.43% 72
2018
Q4 		$20.4M Buy
312,706
+36,600
+13% +$2.71M 0.51% 69
2018
Q3 		$22.8M Buy
276,106
+20,200
+8% +$1.62M 0.48% 78
2018
Q2 		$19.8M Buy
+255,906
New +$19.7M 0.39% 94

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Unigestion Holding's BMO Position: Q4 2023 in Review

Unigestion Holding sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 13,159 shares — an estimated $1.11M sold.

Unigestion Holding first reported a position in BMO in Q2 2018 and held it in 21 quarters. The position peaked at $22.8M in Q3 2018. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

  • Unigestion Holding reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
  • Unigestion Holding sold 13,159 Bank of Montreal shares in Q4 2023, an estimated $1.11M.
  • Unigestion Holding first reported a position in Bank of Montreal in Q2 2018 and held it in 21 quarters.
  • Unigestion Holding's Bank of Montreal position peaked at $22.8M in Q3 2018.
  • 488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Unigestion Holding's 13F filing for Q4 2023, filed 14 Feb 2024.