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AGF Investments LLC’s UMB Financial UMBF Stock Holding History

AGF Investments LLC’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
-7,722
Closed -$819K – 520
2021
Q4 		$819K Buy
7,722
+966
+14% +$99.6K 0.07% 159
2021
Q3 		$653K Buy
+6,756
New +$616K 0.06% 87
2021
Q2 		– Sell
-7,382
Closed -$682K – 507
2021
Q1 		$682K Sell
7,382
-3,079
-29% -$254K 0.08% 106
2020
Q4 		$722K Sell
10,461
-14,848
-59% -$952K 0.09% 219
2020
Q3 		$1.24M Buy
25,309
+1,645
+7% +$83K 0.14% 183
2020
Q2 		$1.22M Buy
+23,664
New +$1.16M 0.12% 173
2019
Q4 		– Sell
-59
Closed -$4K – 692
2019
Q3 		$4K Sell
59
-59
-50% -$3.81K ﹤0.01% 587
2019
Q2 		$8K Hold
118
– – ﹤0.01% 560
2019
Q1 		$8K Hold
118
– – ﹤0.01% 533
2018
Q4 		$7K Hold
118
– – ﹤0.01% 616
2018
Q3 		$8K Sell
118
-118
-50% -$8.86K ﹤0.01% 749
2018
Q2 		$18 Buy
236
+118
+100% +$9.07K ﹤0.01% 674
2018
Q1 		$9K Hold
118
– – ﹤0.01% 516
2017
Q4 		$9K Sell
118
-14
-11% -$1.03K ﹤0.01% 616
2017
Q3 		$10K Hold
132
– – ﹤0.01% 571
2017
Q2 		$10K Sell
132
-122
-48% -$8.93K ﹤0.01% 546
2017
Q1 		$19K Hold
254
– – ﹤0.01% 384
2016
Q4 		$20K Buy
+254
New +$17.7K 0.01% 410

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 LLC's UMBF Position: Q1 2022 in Review

AGF Investments LLC sold out of UMB Financial (UMBF) in Q1 2022, closing a stake of 7,722 shares — an estimated $819K sold.

AGF Investments LLC first reported a position in UMBF in Q4 2016 and held it in 18 quarters. The position peaked at $1.24M in Q3 2020. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

  • AGF Investments LLC reported no remaining UMB Financial position as of Q1 2022 after selling out during the quarter.
  • AGF Investments LLC sold 7,722 UMB Financial shares in Q1 2022, an estimated $819K.
  • AGF Investments LLC first reported a position in UMB Financial in Q4 2016 and held it in 18 quarters.
  • AGF Investments LLC's UMB Financial position peaked at $1.24M in Q3 2020.
  • 253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

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