Aperio Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.45M | Buy |
21,018
+850
| +4% | +$58.6K | ﹤0.01% | 1389 |
|
|
2020
Q3 | $988K | Sell |
20,168
-7,035
| -26% | -$345K | ﹤0.01% | 1444 |
|
|
2020
Q2 | $1.4M | Buy |
27,203
+9,575
| +54% | +$493K | 0.01% | 1258 |
|
|
2020
Q1 | $818K | Sell |
17,628
-58
| -0.3% | -$2.69K | ﹤0.01% | 1390 |
|
|
2019
Q4 | $1.21M | Buy |
17,686
+2,352
| +15% | +$161K | ﹤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% | -$487K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $1.57M | Sell |
24,441
-365
| -1% | -$23.4K | 0.01% | 1147 |
|
|
2018
Q4 | $1.51M | Sell |
24,806
-4,864
| -16% | -$296K | 0.01% | 1099 |
|
|
2018
Q3 | $2.1M | Buy |
29,670
+1,785
| +6% | +$127K | 0.01% | 1043 |
|
|
2018
Q2 | $2.13M | Buy |
27,885
+9,668
| +53% | +$737K | 0.01% | 1003 |
|
|
2018
Q1 | $1.32M | Buy |
18,217
+1,633
| +10% | +$118K | 0.01% | 1172 |
|
|
2017
Q4 | $1.19M | Buy |
16,584
+1,873
| +13% | +$135K | 0.01% | 1209 |
|
|
2017
Q3 | $1.1M | Sell |
14,711
-418
| -3% | -$31.1K | 0.01% | 1211 |
|
|
2017
Q2 | $1.13M | Buy |
15,129
+85
| +0.6% | +$6.37K | 0.01% | 1172 |
|
|
2017
Q1 | $1.13M | Buy |
15,044
+1,085
| +8% | +$81.7K | 0.01% | 1113 |
|
|
2016
Q4 | $1.08M | Buy |
13,959
+899
| +7% | +$69.4K | 0.01% | 1097 |
|
|
2016
Q3 | $776K | Buy |
13,060
+180
| +1% | +$10.7K | 0.01% | 1224 |
|
|
2016
Q2 | $685K | Sell |
12,880
-202
| -2% | -$10.7K | 0.01% | 1241 |
|
|
2016
Q1 | $675K | Buy |
13,082
+3,439
| +36% | +$177K | 0.01% | 1227 |
|
|
2015
Q4 | $449K | Buy |
9,643
+1,011
| +12% | +$47.1K | ﹤0.01% | 1394 |
|
|
2015
Q3 | $439K | Sell |
8,632
-2,418
| -22% | -$123K | ﹤0.01% | 1377 |
|
|
2015
Q2 | $630K | Buy |
11,050
+68
| +0.6% | +$3.88K | 0.01% | 1211 |
|
|
2015
Q1 | $581K | Buy |
10,982
+2,409
| +28% | +$127K | 0.01% | 1189 |
|
|
2014
Q4 | $488K | Buy |
8,573
+2,273
| +36% | +$129K | 0.01% | 1243 |
|
|
2014
Q3 | $344K | Buy |
6,300
+172
| +3% | +$9.39K | ﹤0.01% | 1323 |
|
|
2014
Q2 | $388K | Buy |
+6,128
| New | +$388K | 0.01% | 1258 |
|