AIM
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Aigen Investment Management’s UMB Financial UMBF Stock Holding History

Aigen Investment 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
-9,555
Closed -$593K – 1101
2023
Q3 		$593K Buy
+9,555
New +$621K 0.11% 304

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Allspring Global Investments
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Wellington Management Group
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American Century Companies
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aigen Investment Management's UMBF Position: Q4 2023 in Review

Aigen Investment Management sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 9,555 shares — an estimated $593K sold.

Aigen Investment Management first reported a position in UMBF in Q3 2023 and held it in 1 quarter. The position peaked at $593K in Q3 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Aigen Investment Management reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Aigen Investment Management sold 9,555 UMB Financial shares in Q4 2023, an estimated $593K.
  • Aigen Investment Management first reported a position in UMB Financial in Q3 2023 and held it in 1 quarter.
  • Aigen Investment Management's UMB Financial position peaked at $593K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Aigen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.