AQR Capital Management’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 | $19.4M | Sell |
184,152
-31,945
| -15% | -$3.36M | 0.02% | 809 |
|
|
2025
Q1 | $21.5M | Sell |
216,097
-178,502
| -45% | -$17.7M | 0.02% | 683 |
|
|
2024
Q4 | $44.5M | Buy |
394,599
+34,906
| +10% | +$3.94M | 0.06% | 421 |
|
|
2024
Q3 | $37.4M | Buy |
359,693
+60,423
| +20% | +$6.28M | 0.05% | 456 |
|
|
2024
Q2 | $24.6M | Buy |
299,270
+102,467
| +52% | +$8.44M | 0.04% | 516 |
|
|
2024
Q1 | $17M | Buy |
196,803
+9,527
| +5% | +$822K | 0.03% | 571 |
|
|
2023
Q4 | $15.6M | Buy |
187,276
+13,518
| +8% | +$1.13M | 0.03% | 563 |
|
|
2023
Q3 | $10.8M | Buy |
173,758
+141,535
| +439% | +$8.78M | 0.02% | 650 |
|
|
2023
Q2 | $1.96M | Sell |
32,223
-65,796
| -67% | -$4.01M | ﹤0.01% | 1264 |
|
|
2023
Q1 | $5.66M | Sell |
98,019
-108,399
| -53% | -$6.26M | 0.01% | 840 |
|
|
2022
Q4 | $17.2M | Buy |
206,418
+22,183
| +12% | +$1.85M | 0.04% | 518 |
|
|
2022
Q3 | $15.5M | Sell |
184,235
-30,640
| -14% | -$2.58M | 0.04% | 523 |
|
|
2022
Q2 | $18.2M | Sell |
214,875
-78,856
| -27% | -$6.68M | 0.04% | 528 |
|
|
2022
Q1 | $28.5M | Buy |
293,731
+32,945
| +13% | +$3.2M | 0.05% | 422 |
|
|
2021
Q4 | $27.7M | Sell |
260,786
-4,557
| -2% | -$484K | 0.05% | 405 |
|
|
2021
Q3 | $25.7M | Buy |
265,343
+24,595
| +10% | +$2.38M | 0.05% | 416 |
|
|
2021
Q2 | $22.4M | Buy |
240,748
+16,183
| +7% | +$1.51M | 0.04% | 473 |
|
|
2021
Q1 | $20.7M | Buy |
224,565
+95,087
| +73% | +$8.78M | 0.03% | 495 |
|
|
2020
Q4 | $8.86M | Sell |
129,478
-10,583
| -8% | -$724K | 0.02% | 645 |
|
|
2020
Q3 | $6.86M | Buy |
140,061
+80,796
| +136% | +$3.96M | 0.01% | 700 |
|
|
2020
Q2 | $2.99M | Buy |
59,265
+27,211
| +85% | +$1.37M | ﹤0.01% | 983 |
|
|
2020
Q1 | $1.49M | Buy |
32,054
+25,697
| +404% | +$1.19M | ﹤0.01% | 1179 |
|
|
2019
Q4 | $436K | Buy |
+6,357
| New | +$436K | ﹤0.01% | 1797 |
|
|
2019
Q1 | – | Sell |
-4,782
| Closed | -$292K | – | 2219 |
|
|
2018
Q4 | $292K | Sell |
4,782
-13,043
| -73% | -$796K | ﹤0.01% | 1969 |
|
|
2018
Q3 | $1.26M | Sell |
17,825
-10,288
| -37% | -$730K | ﹤0.01% | 1603 |
|
|
2018
Q2 | $2.14M | Buy |
28,113
+6,081
| +28% | +$464K | ﹤0.01% | 1395 |
|
|
2018
Q1 | $1.6M | Buy |
22,032
+17,303
| +366% | +$1.25M | ﹤0.01% | 1460 |
|
|
2017
Q4 | $340K | Sell |
4,729
-72,681
| -94% | -$5.23M | ﹤0.01% | 2031 |
|
|
2017
Q3 | $5.77M | Sell |
77,410
-23,194
| -23% | -$1.73M | 0.01% | 968 |
|
|
2017
Q2 | $7.53M | Buy |
100,604
+84
| +0.1% | +$6.29K | 0.01% | 880 |
|
|
2017
Q1 | $7.57M | Buy |
100,520
+75,232
| +298% | +$5.67M | 0.01% | 855 |
|
|
2016
Q4 | $1.95M | Buy |
+25,288
| New | +$1.95M | ﹤0.01% | 1419 |
|
|
2015
Q4 | – | Sell |
-4,200
| Closed | -$213K | – | 2312 |
|
|
2015
Q3 | $213K | Sell |
4,200
-3,499
| -45% | -$177K | ﹤0.01% | 2039 |
|
|
2015
Q2 | $439K | Sell |
7,699
-34
| -0.4% | -$1.94K | ﹤0.01% | 1844 |
|
|
2015
Q1 | $409K | Hold |
7,733
| – | – | ﹤0.01% | 1772 |
|
|
2014
Q4 | $440K | Sell |
7,733
-4,645
| -38% | -$264K | ﹤0.01% | 2026 |
|
|
2014
Q3 | $675K | Sell |
12,378
-2,900
| -19% | -$158K | ﹤0.01% | 1812 |
|
|
2014
Q2 | $968K | Sell |
15,278
-14,300
| -48% | -$906K | ﹤0.01% | 1664 |
|
|
2014
Q1 | $1.91M | Sell |
29,578
-2,100
| -7% | -$136K | 0.01% | 1342 |
|
|
2013
Q4 | $2.04M | Sell |
31,678
-16,371
| -34% | -$1.05M | 0.01% | 1347 |
|
|
2013
Q3 | $2.61M | Sell |
48,049
-19,300
| -29% | -$1.05M | 0.01% | 1120 |
|
|
2013
Q2 | $3.75M | Buy |
+67,349
| New | +$3.75M | 0.01% | 982 |
|