Joel Greenblatt - Gotham Asset Management
Holding/activity history for Bank of Montreal (BMO)
← All BMO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $82.04–92.50 · VW $87.40i | SEC | |
| 2023 Q1 | 6,512 | 0.01 | Buy | 0.01 | $82.25–102.79 · VW $93.92i | $580,284 | SEC |
| 2022 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $87.28–105.40 · VW $94.98i | SEC | |
| 2022 Q2 | 4,335 | 0.01 | Add 9.75% | <0.01 | $93.43–119.55 · VW $105.92i | $417,000 | SEC |
| 2022 Q1 | 3,950 | 0.01 | Add 10.40% | <0.01 | $108.04–122.77 · VW $115.05i | $466,000 | SEC |
| 2021 Q4 | 3,578 | 0.01 | Add 29.12% | <0.01 | $99.21–112.56 · VW $106.58i | $385,000 | SEC |
| 2021 Q3 | 2,771 | 0.01 | Add 5.68% | <0.01 | $95.37–104.85 · VW $100.05i | $276,000 | SEC |
| 2021 Q2 | 2,622 | 0.01 | Buy | 0.01 | $88.95–106.88 · VW $99.13i | $269,000 | SEC |
| 2019 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $71.97–79.35 · VW $75.76i | SEC | |
| 2019 Q1 | 4,696 | <0.01 | Buy | <0.01 | $64.53–78.64 · VW $74.22i | $351,000 | SEC |
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $73.79–80.03 · VW $76.69i | SEC | |
| 2018 Q1 | 3,007 | <0.01 | Reduce 24.03% | <0.01 | $73.79–84.71 · VW $78.29i | $227,000 | SEC |
| 2017 Q4 | 3,958 | <0.01 | Add 4.30% | <0.01 | $75.55–80.30 · VW $77.90i | $317,000 | SEC |
| 2017 Q3 | 3,795 | <0.01 | Add 2.93% | <0.01 | $71.37–77.57 · VW $74.31i | $287,000 | SEC |
| 2017 Q2 | 3,687 | <0.01 | Buy | <0.01 | $66.75–75.20 · VW $70.44i | $271,000 | SEC |
Price snapshot:
Current price$178.69
52-week low$108.76
52-week high$180.07