Acadian Asset Management
UMBF icon

Acadian Asset Management’s UMB Financial UMBF Stock Holding History

Acadian Asset Management’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
2023
Q1 		– Sell
-2,270
Closed -$188K – 1983
2022
Q4 		$188K Sell
2,270
-520
-19% -$43.7K ﹤0.01% 1298
2022
Q3 		$233K Sell
2,790
-8,585
-75% -$777K ﹤0.01% 1181
2022
Q2 		$979K Buy
11,375
+8,696
+325% +$788K 0.01% 824
2022
Q1 		$260K Sell
2,679
-4,323
-62% -$441K ﹤0.01% 1150
2021
Q4 		$742K Buy
7,002
+4,323
+161% +$446K ﹤0.01% 903
2021
Q3 		$259K Hold
2,679
– – ﹤0.01% 1225
2021
Q2 		$249K Sell
2,679
-6,664
-71% -$633K ﹤0.01% 1375
2021
Q1 		$863K Buy
9,343
+2,100
+29% +$173K ﹤0.01% 991
2020
Q4 		$499K Sell
7,243
-51,415
-88% -$3.3M ﹤0.01% 1232
2020
Q3 		$2.88M Sell
58,658
-45,761
-44% -$2.31M 0.01% 571
2020
Q2 		$5.38M Buy
104,419
+5,973
+6% +$293K 0.02% 469
2020
Q1 		$4.57M Buy
98,446
+33,947
+53% +$2.07M 0.03% 413
2019
Q4 		$4.43M Sell
64,499
-5,359
-8% -$356K 0.02% 460
2019
Q3 		$4.51M Buy
69,858
+7,012
+11% +$453K 0.02% 493
2019
Q2 		$4.14M Buy
62,846
+43,948
+233% +$2.9M 0.02% 438
2019
Q1 		$1.21M Buy
18,898
+13,654
+260% +$903K 0.01% 826
2018
Q4 		$320K Buy
+5,244
New +$340K ﹤0.01% 1022
2018
Q3 		– Sell
-4,506
Closed -$344K – 1796
2018
Q2 		$344K Sell
4,506
-1,020
-18% -$78.4K ﹤0.01% 960
2018
Q1 		$400K Buy
+5,526
New +$414K ﹤0.01% 914

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management's UMBF Position: Q1 2023 in Review

Acadian Asset Management sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 2,270 shares — an estimated $188K sold.

Acadian Asset Management first reported a position in UMBF in Q1 2018 and held it in 19 quarters. The position peaked at $5.38M in Q2 2020. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Acadian Asset Management reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Acadian Asset Management sold 2,270 UMB Financial shares in Q1 2023, an estimated $188K.
  • Acadian Asset Management first reported a position in UMB Financial in Q1 2018 and held it in 19 quarters.
  • Acadian Asset Management's UMB Financial position peaked at $5.38M in Q2 2020.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Acadian Asset Management's 13F filing for Q1 2023, filed 11 May 2023.