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BHZ Capital Management’s UMB Financial UMBF Stock Holding History

BHZ Capital 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
2020
Q4 		– Sell
-17,381
Closed -$852K – 150
2020
Q3 		$852K Hold
17,381
– – 0.36% 79
2020
Q2 		$896K Sell
17,381
-4,600
-21% -$225K 0.35% 74
2020
Q1 		$1.02M Buy
21,981
+6,132
+39% +$373K 0.38% 75
2019
Q4 		$1.09M Buy
+15,849
New +$1.05M 0.26% 92

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BHZ Capital Management's UMBF Position: Q4 2020 in Review

BHZ Capital Management sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 17,381 shares — an estimated $852K sold.

BHZ Capital Management first reported a position in UMBF in Q4 2019 and held it in 4 quarters. The position peaked at $1.09M in Q4 2019. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • BHZ Capital Management reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • BHZ Capital Management sold 17,381 UMB Financial shares in Q4 2020, an estimated $852K.
  • BHZ Capital Management first reported a position in UMB Financial in Q4 2019 and held it in 4 quarters.
  • BHZ Capital Management's UMB Financial position peaked at $1.09M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on BHZ Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.