AlphaCrest Capital Management’s UMB Financial UMBF Stock Holding History

AlphaCrest Capital 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
2022 Q4	–	Sell	-17,482	Closed	-$1.47M	–	1081
2022 Q3	$1.47M	Buy	17,482 +15,015	+609%	+$1.36M	0.09%	372
2022 Q2	$212K	Sell	2,467 -2,783	-53%	-$252K	0.01%	1197
2022 Q1	$510K	Sell	5,250 -3,719	-41%	-$380K	0.03%	886
2021 Q4	$952K	Buy	8,969 +4,752	+113%	+$490K	0.04%	816
2021 Q3	$408K	Sell	4,217 -8,871	-68%	-$809K	0.02%	995
2021 Q2	$1.22M	Buy	+13,088	New	+$1.24M	0.05%	567
2021 Q1	–	Sell	-5,845	Closed	-$403K	–	1311
2020 Q4	$403K	Sell	5,845 -1,716	-23%	-$110K	0.03%	781
2020 Q3	$371K	Buy	7,561 +2,336	+45%	+$118K	0.04%	755
2020 Q2	$269K	Buy	+5,225	New	+$256K	0.04%	682
2019 Q4	–	Sell	-3,500	Closed	-$226K	–	1386
2019 Q3	$226K	Sell	3,500 -300	-8%	-$19.4K	0.01%	1179
2019 Q2	$250K	Buy	+3,800	New	+$251K	0.02%	915

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AlphaCrest Capital Management's UMBF Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 17,482 shares — an estimated $1.47M sold.

AlphaCrest Capital Management first reported a position in UMBF in Q2 2019 and held it in 11 quarters. The position peaked at $1.47M in Q3 2022. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

AlphaCrest Capital Management reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
AlphaCrest Capital Management sold 17,482 UMB Financial shares in Q4 2022, an estimated $1.47M.
AlphaCrest Capital Management first reported a position in UMB Financial in Q2 2019 and held it in 11 quarters.
AlphaCrest Capital Management's UMB Financial position peaked at $1.47M in Q3 2022.
265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.