Ameritas Investment Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
21,280
+992
| +5% | +$104K | 0.07% | 298 |
|
|
2025
Q1 | $2.05M | Buy |
20,288
+6,701
| +49% | +$677K | 0.07% | 318 |
|
|
2024
Q4 | $1.53M | Sell |
13,587
-58
| -0.4% | -$6.55K | 0.05% | 459 |
|
|
2024
Q3 | $1.43M | Sell |
13,645
-106
| -0.8% | -$11.1K | 0.05% | 498 |
|
|
2024
Q2 | $1.15M | Sell |
13,751
-401
| -3% | -$33.5K | 0.04% | 568 |
|
|
2024
Q1 | $1.23M | Sell |
14,152
-5,638
| -28% | -$490K | 0.04% | 550 |
|
|
2023
Q4 | $1.65M | Buy |
19,790
+105
| +0.5% | +$8.77K | 0.06% | 379 |
|
|
2023
Q3 | $1.22M | Sell |
19,685
-6,453
| -25% | -$400K | 0.05% | 482 |
|
|
2023
Q2 | $1.59M | Buy |
26,138
+2,619
| +11% | +$159K | 0.06% | 385 |
|
|
2023
Q1 | $1.36M | Sell |
23,519
-1,132
| -5% | -$65.3K | 0.05% | 451 |
|
|
2022
Q4 | $2.1M | Buy |
24,651
+1,352
| +6% | +$115K | 0.08% | 272 |
|
|
2022
Q3 | $1.96M | Buy |
23,299
+1,298
| +6% | +$109K | 0.09% | 241 |
|
|
2022
Q2 | $1.89M | Buy |
22,001
+7,169
| +48% | +$617K | 0.08% | 264 |
|
|
2022
Q1 | $1.44M | Hold |
14,832
| – | – | 0.05% | 453 |
|
|
2021
Q4 | $1.57M | Hold |
14,832
| – | – | 0.05% | 434 |
|
|
2021
Q3 | $1.43M | Sell |
14,832
-353
| -2% | -$34.1K | 0.05% | 439 |
|
|
2021
Q2 | $1.41M | Sell |
15,185
-310
| -2% | -$28.8K | 0.05% | 463 |
|
|
2021
Q1 | $1.43M | Sell |
15,495
-206
| -1% | -$19K | 0.05% | 434 |
|
|
2020
Q4 | $1.08M | Sell |
15,701
-383
| -2% | -$26.4K | 0.05% | 510 |
|
|
2020
Q3 | $788K | Hold |
16,084
| – | – | 0.04% | 559 |
|
|
2020
Q2 | $829K | Hold |
16,084
| – | – | 0.04% | 532 |
|
|
2020
Q1 | $746K | Hold |
16,084
| – | – | 0.04% | 477 |
|
|
2019
Q4 | $1.1M | Buy |
16,084
+134
| +0.8% | +$9.2K | 0.05% | 483 |
|
|
2019
Q3 | $1.03M | Sell |
15,950
-713
| -4% | -$46K | 0.05% | 491 |
|
|
2019
Q2 | $1.1M | Hold |
16,663
| – | – | 0.05% | 469 |
|
|
2019
Q1 | $1.07M | Sell |
16,663
-420
| -2% | -$26.9K | 0.05% | 481 |
|
|
2018
Q4 | $1.04M | Hold |
17,083
| – | – | 0.06% | 439 |
|
|
2018
Q3 | $1.21M | Buy |
17,083
+210
| +1% | +$14.9K | 0.06% | 456 |
|
|
2018
Q2 | $1.29M | Sell |
16,873
-133
| -0.8% | -$10.1K | 0.06% | 422 |
|
|
2018
Q1 | $1.23M | Hold |
17,006
| – | – | 0.06% | 444 |
|
|
2017
Q4 | $1.22M | Hold |
17,006
| – | – | 0.06% | 460 |
|
|
2017
Q3 | $1.14M | Hold |
17,006
| – | – | 0.05% | 472 |
|
|
2017
Q2 | $1.27M | Buy |
17,006
+207
| +1% | +$15.5K | 0.06% | 423 |
|
|
2017
Q1 | $1.27M | Sell |
16,799
-379
| -2% | -$28.5K | 0.06% | 409 |
|
|
2016
Q4 | $1.33M | Buy |
17,178
+13,300
| +343% | +$1.03M | 0.07% | 392 |
|
|
2016
Q3 | $231K | Buy |
+3,878
| New | +$231K | 0.01% | 952 |
|
|
2014
Q3 | – | Sell |
-3,381
| Closed | -$214K | – | 1092 |
|
|
2014
Q2 | $214K | Buy |
+3,381
| New | +$214K | 0.02% | 979 |
|