Unio Capital’s Bank of Montreal BMO Stock Holding History

Unio Capital’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 Q1	–	Sell	-4,830	Closed	-$438K	–	42
2022 Q4	$438K	Buy	4,830 +190	+4%	+$17.6K	0.24%	33
2022 Q3	$407K	Hold	4,640	–	–	0.25%	34
2022 Q2	$446K	Buy	+4,640	New	+$493K	0.26%	35

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Unio Capital's BMO Position: Q1 2023 in Review

Unio Capital sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 4,830 shares — an estimated $438K sold.

Unio Capital first reported a position in BMO in Q2 2022 and held it in 3 quarters. The position peaked at $446K in Q2 2022. 471 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Unio Capital reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Unio Capital sold 4,830 Bank of Montreal shares in Q1 2023, an estimated $438K.
Unio Capital first reported a position in Bank of Montreal in Q2 2022 and held it in 3 quarters.
Unio Capital's Bank of Montreal position peaked at $446K in Q2 2022.
471 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Unio Capital's 13F filing for Q1 2023, filed 15 May 2023.