Question 1

Does Bank of Montreal own BAM/A stock?

Accepted Answer

As of its Q3 2022 13F, Bank of Montreal held 62,244,391 shares of BAM/A (Brookfield Asset Manage), worth $2.6B.

Question 2

How many shares of BAM/A does Bank of Montreal own?

Accepted Answer

As of its Q3 2022 13F, Bank of Montreal held 62,244,391 shares of BAM/A (Brookfield Asset Manage).

Question 3

What is Bank of Montreal's BAM/A position worth?

Accepted Answer

As of its Q3 2022 13F, Bank of Montreal's BAM/A position was worth $2.6B.

Question 4

When did Bank of Montreal first buy BAM/A?

Accepted Answer

Bank of Montreal already held BAM/A in its Q4 2020 13F, the earliest on record, and listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$25.04	0
2022-Q3	Increased	62.2M	+22.8%	$2.6B	1.1%	—	61
2022-Q2	Increased	50.7M	+0.3%	$2.3B	1.1%	—	50
2022-Q1	Decreased	50.6M	-5.1%	$2.9B	1.4%	—	0
2021-Q4	Decreased	53.3M	-13.2%	$3.3B	1.7%	—	0
2021-Q3	Increased	61.4M	+2.7%	$3.3B	1.5%	—	52
2021-Q2	Increased	59.8M	+9.2%	$3.1B	1.6%	—	55
2021-Q1	Increased	54.8M	+9.3%	$2.5B	1.6%	—	55
2020-Q4	First report	50.1M	-	$1.9B	1.3%	—	0