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A.R.T. Advisors’s UMB Financial UMBF Stock Holding History

A.R.T. Advisors’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,700
Closed -$626K – 1737
2019
Q3 		$626K Buy
9,700
+3,900
+67% +$252K 0.03% 763
2019
Q2 		$382K Buy
+5,800
New +$382K 0.02% 855
2017
Q3 		– Sell
-6,500
Closed -$486K – 1681
2017
Q2 		$486K Buy
6,500
+3,700
+132% +$271K 0.03% 823
2017
Q1 		$210K Buy
2,800
+200
+8% +$15.3K 0.01% 1146
2016
Q4 		$200K Buy
+2,600
New +$181K 0.01% 1067
2013
Q4 		– Sell
-7,978
Closed -$435K – 1523
2013
Q3 		$435K Buy
+7,978
New +$465K 0.02% 834

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

A.R.T. Advisors's UMBF Position: Q4 2019 in Review

A.R.T. Advisors sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 9,700 shares — an estimated $626K sold.

A.R.T. Advisors first reported a position in UMBF in Q3 2013 and held it in 6 quarters. The position peaked at $626K in Q3 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • A.R.T. Advisors reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
  • A.R.T. Advisors sold 9,700 UMB Financial shares in Q4 2019, an estimated $626K.
  • A.R.T. Advisors first reported a position in UMB Financial in Q3 2013 and held it in 6 quarters.
  • A.R.T. Advisors's UMB Financial position peaked at $626K in Q3 2019.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on A.R.T. Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.