SEC 13F Intelligence

Legacy Capital Partners, Inc. / BMO

Legacy Capital Partners, Inc.’s Bank Montreal Medium Position

Does Legacy Capital Partners, Inc. own Bank Montreal Medium (BMO)? Yes56.1K shares worth $7M (+2.18% of its 13F portfolio) as of Q1 2022, down from 56.1K shares the prior filed quarter.

Position Value
$7M
Q1 2022
Shares
56.1K
% of Portfolio
+2.18%
Quarters Held
14
currently held

Position History BMO

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202256.1K$7M+2.18%
Q4 202156.1K$6M+1.96%
Q3 202155.6K$6M+2.01%
Q2 202155.5K$6M+2.04%
Q1 202155.1K$5M+1.85%
Q4 202058.6K$4M+1.74%
Q3 202064.0K$4M+1.51%
Q2 202064.1K$3M+1.46%
Q1 202064.4K$3M+1.60%
Q4 201964.5K$5M+2.02%
Q3 201964.3K$5M+2.08%
Q2 201965.3K$5M+2.19%
Q1 201965.9K$5M+2.30%
Q4 201866.6K$4M+2.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Capital Partners, Inc.’s full portfolio or all institutional holders of BMO.