Number of Shares
87,422.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
1.21%
Total Estimate Gain
$3.55 Mil
% of Total Estimate Gain
22.68%

CLARET ASSET MANAGEMENT Corp's Bank of Montreal Holding Summary

As of 2025-03-31, CLARET ASSET MANAGEMENT Corp held 87,422.00 shares of Bank of Montreal(BMO), totaling $8.35 Mil. This investment constitutes 1.21% of their stock portfolio, and CLARET ASSET MANAGEMENT Corp now holds 0.01% of the outstanding Bank of Montreal(BMO) stock.

The initial trade took place in 2018Q2. And since then CLARET ASSET MANAGEMENT Corp has made 8 purchases of BMO, at an average price of $88.17, for a total of 177,354.00 shares. In addition, there have been 8 sales at an average price of $102.28 for 89,932.00 shares. Based on historical transaction data and BMO's current price of $114.22, CLARET ASSET MANAGEMENT Corp's estimated gain on his BMO holdings is $3.55 Mil, reflecting a 22.68% gain to date.

CLARET ASSET MANAGEMENT Corp BMO ($114.22) Holding Chart

CLARET ASSET MANAGEMENT Corp BMO ($114.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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