AG
UMBF icon

Aperio Group’s UMB Financial UMBF Stock Holding History

Aperio Group’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
2020
Q4 		$1.45M Buy
21,018
+850
+4% +$54.5K ﹤0.01% 1389
2020
Q3 		$988K Sell
20,168
-7,035
-26% -$355K ﹤0.01% 1444
2020
Q2 		$1.4M Buy
27,203
+9,575
+54% +$469K 0.01% 1258
2020
Q1 		$818K Sell
17,628
-58
-0.3% -$3.53K ﹤0.01% 1390
2019
Q4 		$1.21M Buy
17,686
+2,352
+15% +$156K ﹤0.01% 1329
2019
Q3 		$990K Sell
15,334
-1,705
-10% -$110K ﹤0.01% 1399
2019
Q2 		$1.12M Sell
17,039
-7,402
-30% -$488K ﹤0.01% 1353
2019
Q1 		$1.56M Sell
24,441
-365
-1% -$24.1K 0.01% 1147
2018
Q4 		$1.51M Sell
24,806
-4,864
-16% -$315K 0.01% 1099
2018
Q3 		$2.1M Buy
29,670
+1,785
+6% +$134K 0.01% 1043
2018
Q2 		$2.13M Buy
27,885
+9,668
+53% +$743K 0.01% 1003
2018
Q1 		$1.32M Buy
18,217
+1,633
+10% +$122K 0.01% 1172
2017
Q4 		$1.19M Buy
16,584
+1,873
+13% +$138K 0.01% 1209
2017
Q3 		$1.1M Sell
14,711
-418
-3% -$29.3K 0.01% 1211
2017
Q2 		$1.13M Buy
15,129
+85
+0.6% +$6.22K 0.01% 1172
2017
Q1 		$1.13M Buy
15,044
+1,085
+8% +$83K 0.01% 1113
2016
Q4 		$1.08M Buy
13,959
+899
+7% +$62.5K 0.01% 1097
2016
Q3 		$776K Buy
13,060
+180
+1% +$10.3K 0.01% 1224
2016
Q2 		$685K Sell
12,880
-202
-2% -$11K 0.01% 1241
2016
Q1 		$675K Buy
13,082
+3,439
+36% +$165K 0.01% 1227
2015
Q4 		$449K Buy
9,643
+1,011
+12% +$51K ﹤0.01% 1394
2015
Q3 		$439K Sell
8,632
-2,418
-22% -$128K ﹤0.01% 1377
2015
Q2 		$630K Buy
11,050
+68
+0.6% +$3.65K 0.01% 1211
2015
Q1 		$581K Buy
10,982
+2,409
+28% +$125K 0.01% 1189
2014
Q4 		$488K Buy
8,573
+2,273
+36% +$128K 0.01% 1243
2014
Q3 		$344K Buy
6,300
+172
+3% +$9.93K ﹤0.01% 1323
2014
Q2 		$388K Buy
+6,128
New +$365K 0.01% 1258

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aperio Group's UMBF Position: Q4 2020 in Review

Aperio Group increased its UMB Financial (UMBF) stake by 4.2% in Q4 2020, buying an estimated $54.5K and bringing the position to 21,018 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Aperio Group first reported a position in UMBF in Q2 2014 and has held it in 27 quarters since. The position peaked at $2.13M in Q2 2018. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Aperio Group held 21,018 shares of UMB Financial worth $1.45M as of Q4 2020.
  • Aperio Group bought 850 UMB Financial shares in Q4 2020, an estimated $54.5K.
  • UMB Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1389 holding.
  • Aperio Group first reported a position in UMB Financial in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's UMB Financial position peaked at $2.13M in Q2 2018.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.