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AGF Management’s UMB Financial UMBF Stock Holding History

AGF 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
Q4 		– Sell
-47,626
Closed -$2.96M – 797
2023
Q3 		$2.96M Sell
47,626
-10,343
-18% -$672K 0.02% 373
2023
Q2 		$3.53M Buy
57,969
+20,190
+53% +$1.2M 0.03% 369
2023
Q1 		$2.18M Sell
37,779
-3,053
-7% -$248K 0.02% 482
2022
Q4 		$3.41M Buy
+40,832
New +$3.43M 0.02% 357

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management's UMBF Position: Q4 2023 in Review

AGF Management sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 47,626 shares — an estimated $2.96M sold.

AGF Management first reported a position in UMBF in Q4 2022 and held it in 4 quarters. The position peaked at $3.53M in Q2 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • AGF Management reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • AGF Management sold 47,626 UMB Financial shares in Q4 2023, an estimated $2.96M.
  • AGF Management first reported a position in UMB Financial in Q4 2022 and held it in 4 quarters.
  • AGF Management's UMB Financial position peaked at $3.53M in Q2 2023.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on AGF Management's 13F filing for Q4 2023, filed 6 Feb 2024.