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

Zacks 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
2024
Q2 		– Sell
-4,988
Closed -$487K – 646
2024
Q1 		$487K Hold
4,988
– – 0.01% 473
2023
Q4 		$494K Sell
4,988
-2,738
-35% -$229K 0.01% 468
2023
Q3 		$652K Buy
7,726
+2,738
+55% +$241K 0.01% 424
2023
Q2 		$450K Hold
4,988
– – 0.01% 467
2023
Q1 		$444K Hold
4,988
– – 0.01% 466
2022
Q4 		$452K Sell
4,988
-25
-0.5% -$2.31K 0.01% 450
2022
Q3 		$439K Buy
+5,013
New +$485K 0.01% 438

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zacks Investment Management's BMO Position: Q2 2024 in Review

Zacks Investment Management sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 4,988 shares — an estimated $487K sold.

Zacks Investment Management first reported a position in BMO in Q3 2022 and held it in 7 quarters. The position peaked at $652K in Q3 2023. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

  • Zacks Investment Management reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 4,988 Bank of Montreal shares in Q2 2024, an estimated $487K.
  • Zacks Investment Management first reported a position in Bank of Montreal in Q3 2022 and held it in 7 quarters.
  • Zacks Investment Management's Bank of Montreal position peaked at $652K in Q3 2023.
  • 476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.