Current Value of Holding

$6.15 Million

Shares

66.3 Thousand

% of Portfolio

0.03%

Average Buy Price

$88.1

Avg closing price
Price range

40 Jeremy Grantham Bank of Montreal Trades

Jeremy Grantham's position in Bank of Montreal is currently worth $6.15 Million. That's 0.03% of their equity portfolio (270th largest holding). The first Bank of Montreal trade was made in Q1 2013. Since then Jeremy Grantham bought shares fifteen more times and sold shares on 24 occasions. The stake costed the investor $5.84 Million, netting the investor a gain of 5.4% so far.

Avg closing price
Price range
Sold 9.1% shares (-6.64 Thousand shares) Q4 2023
Avg closing price $83.48
Price range $74.22 - $99.55
Increased shares by 125.5% (+40.6 Thousand shares) Q3 2023
Avg closing price $87.83
Price range $82.18 - $93.86
New holding (+32.3 Thousand shares) Q2 2023
Avg closing price $88.40
Price range $82.89 - $92.23
Sold -15.7 Thousand shares Q1 2023
Avg closing price $94.88
Price range $84.39 - $101.98
Sold 96.2% shares (-393 Thousand shares) Q4 2022
Avg closing price $92.56
Price range $83.26 - $100.16
Sold 11.0% shares (-50.4 Thousand shares) Q3 2022
Avg closing price $96.70
Price range $87.64 - $105.16
Sold 24.4% shares (-148 Thousand shares) Q2 2022
Avg closing price $106.25
Price range $93.85 - $118.29
Sold 17.5% shares (-129 Thousand shares) Q1 2022
Avg closing price $115.92
Price range $108.89 - $122.34
Increased shares by 35.9% (+195 Thousand shares) Q4 2021
Avg closing price $107.76
Price range $100.75 - $112.30
Increased shares by 37.2% (+147 Thousand shares) Q3 2021
Avg closing price $100.66
Price range $95.96 - $103.83
Increased shares by 777.6% (+350 Thousand shares) Q2 2021
Avg closing price $98.70
Price range $89.26 - $106.41
Increased shares by 67.9% (+18.2 Thousand shares) Q1 2021
Avg closing price $81.56
Price range $74.31 - $89.94
Sold 8.8% shares (-2.6 Thousand shares) Q4 2020
Avg closing price $68.44
Price range $58.00 - $76.94
Sold 43.2% shares (-22.4 Thousand shares) Q3 2020
Avg closing price $57.90
Price range $52.13 - $63.75
New holding (+51.8 Thousand shares) Q2 2020
Avg closing price $50.99
Price range $44.31 - $58.30
Sold -138 Thousand shares Q4 2019
Avg closing price $75.27
Price range $71.38 - $77.63
Sold 67.2% shares (-284 Thousand shares) Q3 2019
Avg closing price $72.86
Price range $66.90 - $77.18
Sold 64.6% shares (-771 Thousand shares) Q2 2019
Avg closing price $76.49
Price range $72.61 - $79.14
Increased shares by 5.0% (+57.1 Thousand shares) Q1 2019
Avg closing price $73.95
Price range $65.83 - $78.27
Increased shares by 34.5% (+291 Thousand shares) Q4 2018
Avg closing price $74.13
Price range $63.51 - $83.41

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