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Caxton Associates (New York)’s UMB Financial UMBF Stock Holding History

Caxton Associates (New York)’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
2023
Q2 		– Sell
-7,522
Closed -$434K – 655
2023
Q1 		$434K Buy
+7,522
New +$611K 0.07% 285

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Vanguard Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caxton Associates (New York)'s UMBF Position: Q2 2023 in Review

Caxton Associates (New York) sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 7,522 shares — an estimated $434K sold.

Caxton Associates (New York) first reported a position in UMBF in Q1 2023 and held it in 1 quarter. The position peaked at $434K in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Caxton Associates (New York) reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Caxton Associates (New York) sold 7,522 UMB Financial shares in Q2 2023, an estimated $434K.
  • Caxton Associates (New York) first reported a position in UMB Financial in Q1 2023 and held it in 1 quarter.
  • Caxton Associates (New York)'s UMB Financial position peaked at $434K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Caxton Associates (New York)'s 13F filing for Q2 2023, filed 15 Aug 2023.