AG
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Algert Global’s UMB Financial UMBF Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-57,718
Closed -$4.81M – 1590
2024
Q2 		$4.81M Buy
57,718
+4,663
+9% +$382K 0.16% 185
2024
Q1 		$4.62M Sell
53,055
-1,340
-2% -$109K 0.18% 172
2023
Q4 		$4.54M Sell
54,395
-5,080
-9% -$357K 0.18% 165
2023
Q3 		$3.69M Sell
59,475
-8,451
-12% -$549K 0.17% 177
2023
Q2 		$4.14M Buy
67,926
+33,371
+97% +$1.99M 0.18% 159
2023
Q1 		$1.99M Buy
34,555
+1,752
+5% +$142K 0.09% 351
2022
Q4 		$2.74M Buy
32,803
+20,350
+163% +$1.71M 0.15% 199
2022
Q3 		$1.05M Buy
12,453
+9,938
+395% +$899K 0.06% 521
2022
Q2 		$217K Hold
2,515
– – 0.02% 1004
2022
Q1 		$244K Buy
+2,515
New +$257K 0.02% 1006

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algert Global's UMBF Position: Q3 2024 in Review

Algert Global sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 57,718 shares — an estimated $4.81M sold.

Algert Global first reported a position in UMBF in Q1 2022 and held it in 10 quarters. The position peaked at $4.81M in Q2 2024. 324 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • Algert Global reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 57,718 UMB Financial shares in Q3 2024, an estimated $4.81M.
  • Algert Global first reported a position in UMB Financial in Q1 2022 and held it in 10 quarters.
  • Algert Global's UMB Financial position peaked at $4.81M in Q2 2024.
  • 324 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.