BAAM
UMBF icon

Baker Avenue Asset Management’s UMB Financial UMBF Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-12
Closed -$745 – 1430
2023
Q3 		$745 Hold
12
– – ﹤0.01% 1345
2023
Q2 		$731 Buy
+12
New +$716 ﹤0.01% 1279

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's UMBF Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 12 shares — an estimated $745 sold.

Baker Avenue Asset Management first reported a position in UMBF in Q2 2023 and held it in 2 quarters. The position peaked at $745 in Q3 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 12 UMB Financial shares in Q4 2023, an estimated $745.
  • Baker Avenue Asset Management first reported a position in UMB Financial in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's UMB Financial position peaked at $745 in Q3 2023.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.