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Atom Investors’s UMB Financial UMBF Stock Holding History

Atom Investors’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
Q3 		– Sell
-9,237
Closed -$771K – 612
2024
Q2 		$771K Buy
9,237
+4,186
+83% +$343K 0.08% 280
2024
Q1 		$439K Buy
+5,051
New +$411K 0.05% 354
2019
Q1 		– Sell
-8,929
Closed -$544K – 715
2018
Q4 		$544K Buy
+8,929
New +$579K 0.05% 416

Other funds holding UMBF

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

Atom Investors's UMBF Position: Q3 2024 in Review

Atom Investors sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 9,237 shares — an estimated $771K sold.

Atom Investors first reported a position in UMBF in Q4 2018 and held it in 3 quarters. The position peaked at $771K in Q2 2024. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • Atom Investors reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • Atom Investors sold 9,237 UMB Financial shares in Q3 2024, an estimated $771K.
  • Atom Investors first reported a position in UMB Financial in Q4 2018 and held it in 3 quarters.
  • Atom Investors's UMB Financial position peaked at $771K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.