Arrowstreet Capital
UMBF icon

Arrowstreet Capital’s UMB Financial UMBF Stock Holding History

Arrowstreet Capital’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
2024
Q2 		– Sell
-20,367
Closed -$1.77M – 1781
2024
Q1 		$1.77M Sell
20,367
-8,597
-30% -$699K ﹤0.01% 1170
2023
Q4 		$2.42M Buy
+28,964
New +$2.04M ﹤0.01% 923
2023
Q2 		– Sell
-64,403
Closed -$3.72M – 1489
2023
Q1 		$3.72M Buy
+64,403
New +$5.23M ﹤0.01% 765
2022
Q4 		– Sell
-18,195
Closed -$1.53M – 1474
2022
Q3 		$1.53M Buy
18,195
+3,121
+21% +$282K ﹤0.01% 904
2022
Q2 		$1.3M Buy
+15,074
New +$1.37M ﹤0.01% 883
2021
Q1 		– Sell
-9,666
Closed -$667K – 2548
2020
Q4 		$667K Buy
+9,666
New +$620K ﹤0.01% 1940

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital's UMBF Position: Q2 2024 in Review

Arrowstreet Capital sold out of UMB Financial (UMBF) in Q2 2024, closing a stake of 20,367 shares — an estimated $1.77M sold.

Arrowstreet Capital first reported a position in UMBF in Q4 2020 and held it in 6 quarters. The position peaked at $3.72M in Q1 2023. 292 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

  • Arrowstreet Capital reported no remaining UMB Financial position as of Q2 2024 after selling out during the quarter.
  • Arrowstreet Capital sold 20,367 UMB Financial shares in Q2 2024, an estimated $1.77M.
  • Arrowstreet Capital first reported a position in UMB Financial in Q4 2020 and held it in 6 quarters.
  • Arrowstreet Capital's UMB Financial position peaked at $3.72M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on Arrowstreet Capital's 13F filing for Q2 2024, filed 14 Aug 2024.