Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s UMB Financial UMBF Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2019
Q3 		– Sell
-6,799
Closed -$448K – 348
2019
Q2 		$448K Sell
6,799
-903,732
-99% -$59.6M ﹤0.01% 295
2019
Q1 		$58.3M Sell
910,531
-1,560
-0.2% -$103K 0.11% 118
2018
Q4 		$55.6M Sell
912,091
-11,827
-1% -$767K 0.11% 116
2018
Q3 		$65.5M Sell
923,918
-8,279
-0.9% -$622K 0.1% 128
2018
Q2 		$71.1M Sell
932,197
-65,590
-7% -$5.04M 0.11% 122
2018
Q1 		$72.2M Sell
997,787
-8,338
-0.8% -$625K 0.11% 118
2017
Q4 		$72.4M Sell
1,006,125
-39,345
-4% -$2.89M 0.11% 125
2017
Q3 		$77.9M Sell
1,045,470
-38,598
-4% -$2.7M 0.12% 116
2017
Q2 		$81.2M Sell
1,084,068
-114,471
-10% -$8.38M 0.12% 110
2017
Q1 		$90.3M Sell
1,198,539
-59,455
-5% -$4.55M 0.14% 108
2016
Q4 		$97M Sell
1,257,994
-36,700
-3% -$2.55M 0.15% 107
2016
Q3 		$77M Buy
1,294,694
+443,136
+52% +$25.4M 0.12% 111
2016
Q2 		$45.3M Sell
851,558
-11,380
-1% -$618K 0.07% 138
2016
Q1 		$44.6M Buy
+862,938
New +$41.5M 0.07% 134

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's UMBF Position: Q3 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of UMB Financial (UMBF) in Q3 2019, closing a stake of 6,799 shares — an estimated $448K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in UMBF in Q1 2016 and held it in 14 quarters. The position peaked at $97M in Q4 2016. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining UMB Financial position as of Q3 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 6,799 UMB Financial shares in Q3 2019, an estimated $448K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in UMB Financial in Q1 2016 and held it in 14 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's UMB Financial position peaked at $97M in Q4 2016.
  • 234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2019, filed 14 Nov 2019.