CIP
UMBF icon

Champlain Investment Partners’s UMB Financial UMBF Stock Holding History

Champlain Investment Partners’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
Q1 		– Sell
-1,238,140
Closed -$103M – 134
2022
Q4 		$103M Sell
1,238,140
-37,375
-3% -$3.14M 0.66% 66
2022
Q3 		$108M Sell
1,275,515
-12,520
-1% -$1.13M 0.73% 62
2022
Q2 		$111M Sell
1,288,035
-47,510
-4% -$4.31M 0.72% 61
2022
Q1 		$130M Sell
1,335,545
-62,560
-4% -$6.39M 0.67% 68
2021
Q4 		$148M Sell
1,398,105
-3,020
-0.2% -$312K 0.67% 66
2021
Q3 		$136M Buy
1,401,125
+26,075
+2% +$2.38M 0.65% 66
2021
Q2 		$128M Sell
1,375,050
-97,925
-7% -$9.3M 0.61% 73
2021
Q1 		$136M Buy
1,472,975
+14,645
+1% +$1.21M 0.71% 65
2020
Q4 		$101M Sell
1,458,330
-184,950
-11% -$11.9M 0.58% 74
2020
Q3 		$80.5M Sell
1,643,280
-117,720
-7% -$5.94M 0.55% 70
2020
Q2 		$90.8M Sell
1,761,000
-39,055
-2% -$1.91M 0.65% 61
2020
Q1 		$83.5M Buy
1,800,055
+37,275
+2% +$2.27M 0.75% 55
2019
Q4 		$121M Buy
1,762,780
+205,895
+13% +$13.7M 0.88% 48
2019
Q3 		$101M Buy
1,556,885
+29,215
+2% +$1.89M 0.83% 53
2019
Q2 		$101M Buy
1,527,670
+23,555
+2% +$1.55M 0.84% 56
2019
Q1 		$96.3M Buy
1,504,115
+88,905
+6% +$5.88M 0.84% 54
2018
Q4 		$86.3M Buy
1,415,210
+103,195
+8% +$6.69M 0.88% 50
2018
Q3 		$93M Buy
1,312,015
+233,265
+22% +$17.5M 0.83% 56
2018
Q2 		$82.2M Sell
1,078,750
-32,540
-3% -$2.5M 0.8% 55
2018
Q1 		$80.4M Buy
1,111,290
+37,335
+3% +$2.8M 0.87% 50
2017
Q4 		$77.2M Buy
1,073,955
+222,205
+26% +$16.3M 0.87% 46
2017
Q3 		$63.4M Buy
851,750
+69,972
+9% +$4.9M 0.75% 63
2017
Q2 		$58.5M Buy
781,778
+16,298
+2% +$1.19M 0.72% 66
2017
Q1 		$57.6M Sell
765,480
-82,485
-10% -$6.31M 0.76% 61
2016
Q4 		$65.4M Sell
847,965
-207,945
-20% -$14.5M 0.91% 37
2016
Q3 		$62.8M Sell
1,055,910
-47,170
-4% -$2.7M 0.95% 34
2016
Q2 		$58.7M Sell
1,103,080
-343,350
-24% -$18.7M 1.01% 31
2016
Q1 		$74.7M Sell
1,446,430
-359,860
-20% -$17.3M 1.35% 15
2015
Q4 		$84.1M Sell
1,806,290
-61,913
-3% -$3.13M 1.44% 13
2015
Q3 		$94.9M Buy
1,868,203
+19,043
+1% +$1M 1.66% 9
2015
Q2 		$105M Buy
1,849,160
+24,805
+1% +$1.33M 1.66% 9
2015
Q1 		$96.5M Buy
1,824,355
+185,155
+11% +$9.6M 1.65% 11
2014
Q4 		$93.3M Sell
1,639,200
-6,080
-0.4% -$343K 1.48% 10
2014
Q3 		$89.8M Buy
1,645,280
+65
+0% +$3.75K 1.56% 10
2014
Q2 		$104M Buy
1,645,215
+43,810
+3% +$2.61M 1.71% 8
2014
Q1 		$104M Sell
1,601,405
-24,550
-2% -$1.53M 1.78% 4
2013
Q4 		$105M Sell
1,625,955
-45,195
-3% -$2.74M 1.84% 5
2013
Q3 		$90.8M Sell
1,671,150
-61,615
-4% -$3.59M 1.72% 6
2013
Q2 		$96.5M Buy
+1,732,765
New +$88.3M 1.95% 3

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Champlain Investment Partners's UMBF Position: Q1 2023 in Review

Champlain Investment Partners sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 1,238,140 shares — an estimated $103M sold.

Champlain Investment Partners first reported a position in UMBF in Q2 2013 and held it in 39 quarters. The position peaked at $148M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Champlain Investment Partners reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Champlain Investment Partners sold 1,238,140 UMB Financial shares in Q1 2023, an estimated $103M.
  • Champlain Investment Partners first reported a position in UMB Financial in Q2 2013 and held it in 39 quarters.
  • Champlain Investment Partners's UMB Financial position peaked at $148M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Champlain Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.