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AGF Investments Inc’s UMB Financial UMBF Stock Holding History

AGF Investments Inc’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
2022
Q1 		– Sell
-3,366
Closed -$357K – 698
2021
Q4 		$357K Buy
3,366
+1,366
+68% +$141K ﹤0.01% 555
2021
Q3 		$193K Buy
+2,000
New +$182K ﹤0.01% 551
2021
Q2 		– Sell
-2,046
Closed -$189K – 820
2021
Q1 		$189K Sell
2,046
-549
-21% -$45.4K ﹤0.01% 612
2020
Q4 		$179K Sell
2,595
-4,090
-61% -$262K ﹤0.01% 655
2020
Q3 		$328K Buy
6,685
+829
+14% +$41.8K ﹤0.01% 561
2020
Q2 		$302K Buy
+5,856
New +$287K ﹤0.01% 530

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

AGF Investments Inc's UMBF Position: Q1 2022 in Review

AGF Investments Inc sold out of UMB Financial (UMBF) in Q1 2022, closing a stake of 3,366 shares — an estimated $357K sold.

AGF Investments Inc first reported a position in UMBF in Q2 2020 and held it in 6 quarters. The position peaked at $357K in Q4 2021. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

  • AGF Investments Inc reported no remaining UMB Financial position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 3,366 UMB Financial shares in Q1 2022, an estimated $357K.
  • AGF Investments Inc first reported a position in UMB Financial in Q2 2020 and held it in 6 quarters.
  • AGF Investments Inc's UMB Financial position peaked at $357K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.