Adage Capital Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Sell |
400,000
-53,900
| -12% | -$5.67M | 0.07% | 276 |
|
|
2025
Q1 | $45.9M | Buy |
453,900
+152,192
| +50% | +$15.4M | 0.09% | 244 |
|
|
2024
Q4 | $34.1M | Buy |
301,708
+225,908
| +298% | +$25.5M | 0.06% | 298 |
|
|
2024
Q3 | $7.97M | Sell |
75,800
-87,158
| -53% | -$9.16M | 0.01% | 658 |
|
|
2024
Q2 | $13.6M | Buy |
+162,958
| New | +$13.6M | 0.03% | 535 |
|