Boston Trust Walden’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
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|
2025
Q1 | $26.6M | Sell |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $28.6M | Sell |
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|
2024
Q2 | $25.9M | Sell |
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|
2024
Q1 | $59.9M | Sell |
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|
2023
Q4 | $57.5M | Buy |
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|
2023
Q3 | $42.4M | Sell |
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|
2023
Q2 | $44.4M | Sell |
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|
2023
Q1 | $42.5M | Sell |
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|
2022
Q4 | $84.5M | Sell |
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|
2022
Q3 | $85.7M | Buy |
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|
2022
Q2 | $71.9M | Buy |
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|
2022
Q1 | $79.9M | Buy |
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|
2021
Q4 | $64.9M | Buy |
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|
2021
Q3 | $59.1M | Buy |
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|
2021
Q2 | $56.6M | Buy |
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|
2021
Q1 | $55.2M | Buy |
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|
2020
Q4 | $31M | Sell |
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|
2020
Q3 | $22.2M | Buy |
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|
2020
Q2 | $22.5M | Buy |
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|
2020
Q1 | $18.8M | Buy |
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|
2019
Q4 | $27.2M | Buy |
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|
2019
Q3 | $25.2M | Buy |
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|
2019
Q2 | $24.8M | Sell |
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|
2019
Q1 | $24.3M | Buy |
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|
2018
Q4 | $22.8M | Sell |
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|
2018
Q3 | $27M | Sell |
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|
2018
Q2 | $29.8M | Buy |
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|
2018
Q1 | $22.8M | Sell |
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|
2017
Q4 | $23.5M | Sell |
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|
2017
Q3 | $25.1M | Sell |
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|
2017
Q2 | $25.5M | Sell |
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|
2017
Q1 | $30.9M | Sell |
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|
2016
Q4 | $34.8M | Sell |
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|
2016
Q3 | $34.3M | Sell |
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|
2016
Q2 | $31.4M | Sell |
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|
2016
Q1 | $30.7M | Buy |
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|
2015
Q4 | $20.4M | Sell |
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|
2015
Q3 | $27.9M | Sell |
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|
2015
Q2 | $32.4M | Buy |
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|
2015
Q1 | $23.6M | Sell |
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|
2014
Q4 | $26.1M | Sell |
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|
2014
Q3 | $26.2M | Sell |
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|
2014
Q2 | $45.9M | Sell |
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|
2014
Q1 | $51.1M | Sell |
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|
2013
Q4 | $52M | Sell |
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|
2013
Q3 | $47.1M | Buy |
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|
2013
Q2 | $47M | Buy |
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