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Chicago Capital’s UMB Financial UMBF Stock Holding History

Chicago Capital’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 		– Sell
-2,353
Closed -$228K – 272
2021
Q3 		$228K Hold
2,353
– – 0.01% 229
2021
Q2 		$219K Hold
2,353
– – 0.01% 231
2021
Q1 		$217K Buy
+2,353
New +$194K 0.01% 230

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
Victory Capital Management
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
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Chicago Capital's UMBF Position: Q4 2021 in Review

Chicago Capital sold out of UMB Financial (UMBF) in Q4 2021, closing a stake of 2,353 shares — an estimated $228K sold.

Chicago Capital first reported a position in UMBF in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q3 2021. 256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

  • Chicago Capital reported no remaining UMB Financial position as of Q4 2021 after selling out during the quarter.
  • Chicago Capital sold 2,353 UMB Financial shares in Q4 2021, an estimated $228K.
  • Chicago Capital first reported a position in UMB Financial in Q1 2021 and held it in 3 quarters.
  • Chicago Capital's UMB Financial position peaked at $228K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on Chicago Capital's 13F filing for Q4 2021, filed 20 Jan 2022.