BIT
UMBF icon

BlackRock Institutional Trust’s UMB Financial UMBF Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$106M Buy
1,373,876
+278,574
+25% +$19.4M 0.02% 893
2016
Q3 		$65.1M Buy
1,095,302
+3,347
+0.3% +$192K 0.01% 1116
2016
Q2 		$58.1M Buy
1,091,955
+68,363
+7% +$3.72M 0.01% 1149
2016
Q1 		$52.8M Buy
1,023,592
+23,328
+2% +$1.12M 0.01% 1187
2015
Q4 		$46.6M Buy
1,000,264
+20,789
+2% +$1.05M 0.01% 1285
2015
Q3 		$49.8M Buy
979,475
+61,448
+7% +$3.24M 0.01% 1229
2015
Q2 		$52.3M Sell
918,027
-30,596
-3% -$1.64M 0.01% 1268
2015
Q1 		$50.2M Buy
948,623
+50,388
+6% +$2.61M 0.01% 1318
2014
Q4 		$51.1M Sell
898,235
-13,014
-1% -$733K 0.01% 1289
2014
Q3 		$49.7M Sell
911,249
-45,570
-5% -$2.63M 0.01% 1259
2014
Q2 		$60.7M Sell
956,819
-8,287
-0.9% -$494K 0.01% 1193
2014
Q1 		$62.4M Buy
965,106
+12,727
+1% +$795K 0.01% 1148
2013
Q4 		$61.2M Buy
952,379
+77,364
+9% +$4.7M 0.01% 1137
2013
Q3 		$47.5M Buy
875,015
+4,131
+0.5% +$241K 0.01% 1232
2013
Q2 		$48.5M Buy
+870,884
New +$44.4M 0.01% 1172

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock Institutional Trust's UMBF Position: Q4 2016 in Review

BlackRock Institutional Trust increased its UMB Financial (UMBF) stake by 25% in Q4 2016, buying an estimated $19.4M and bringing the position to 1,373,876 shares worth $106M. The position accounts for 0.02% of the portfolio, ranked #893.

BlackRock Institutional Trust first reported a position in UMBF in Q2 2013 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • BlackRock Institutional Trust held 1,373,876 shares of UMB Financial worth $106M as of Q4 2016.
  • BlackRock Institutional Trust bought 278,574 UMB Financial shares in Q4 2016, an estimated $19.4M.
  • UMB Financial made up 0.02% of BlackRock Institutional Trust's portfolio in Q4 2016, its #893 holding.
  • BlackRock Institutional Trust first reported a position in UMB Financial in Q2 2013 and has held it in 15 quarters since.
  • 223 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.