Carroll Financial Associates’s UMB Financial UMBF Stock Holding History

Carroll Financial Associates’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
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	1503
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	1580
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	1588
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	1524
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	1488
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	1449
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	1468
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	1406
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	1481
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	1461
2019 Q2	$1K	Buy	+27	New	+$1.78K	﹤0.01%	1519

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carroll Financial Associates's UMBF Position: Q4 2021 in Review

Carroll Financial Associates held its UMB Financial (UMBF) position steady in Q4 2021 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Carroll Financial Associates first reported a position in UMBF in Q2 2019 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

Carroll Financial Associates held 27 shares of UMB Financial worth $2K as of Q4 2021.
Carroll Financial Associates left its UMB Financial share count unchanged in Q4 2021.
UMB Financial made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1503 holding.
Carroll Financial Associates first reported a position in UMB Financial in Q2 2019 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.