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Chicago Equity Partners’s UMB Financial UMBF Stock Holding History

Chicago Equity 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
2020
Q1 		$3.3M Sell
71,180
-24,080
-25% -$1.46M 0.33% 63
2019
Q4 		$6.54M Sell
95,260
-26,205
-22% -$1.74M 0.37% 43
2019
Q3 		$7.84M Buy
121,465
+64,560
+113% +$4.17M 0.37% 51
2019
Q2 		$3.75M Buy
56,905
+49,405
+659% +$3.26M 0.17% 160
2019
Q1 		$480K Buy
+7,500
New +$496K 0.02% 681
2018
Q3 		– Sell
-112,555
Closed -$8.58M – 888
2018
Q2 		$8.58M Buy
112,555
+3,065
+3% +$236K 0.26% 98
2018
Q1 		$7.93M Buy
109,490
+95,985
+711% +$7.19M 0.25% 109
2017
Q4 		$971K Buy
+13,505
New +$992K 0.03% 508
2017
Q3 		– Sell
-91,565
Closed -$6.86M – 824
2017
Q2 		$6.86M Sell
91,565
-3,305
-3% -$242K 0.18% 152
2017
Q1 		$7.14M Sell
94,870
-22,170
-19% -$1.7M 0.21% 126
2016
Q4 		$9.03M Buy
117,040
+19,280
+20% +$1.34M 0.24% 107
2016
Q3 		$5.81M Buy
97,760
+1,870
+2% +$107K 0.16% 148
2016
Q2 		$5.1M Buy
+95,890
New +$5.21M 0.15% 162

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chicago Equity Partners's UMBF Position: Q1 2020 in Review

Chicago Equity Partners reduced its UMB Financial (UMBF) stake by 25% in Q1 2020, selling an estimated $1.46M and leaving 71,180 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #63.

Chicago Equity Partners first reported a position in UMBF in Q2 2016 and has held it in 13 quarters since. The position peaked at $9.03M in Q4 2016. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

  • Chicago Equity Partners held 71,180 shares of UMB Financial worth $3.3M as of Q1 2020.
  • Chicago Equity Partners sold 24,080 UMB Financial shares in Q1 2020, an estimated $1.46M.
  • UMB Financial made up 0.33% of Chicago Equity Partners's portfolio in Q1 2020, its #63 holding.
  • Chicago Equity Partners first reported a position in UMB Financial in Q2 2016 and has held it in 13 quarters since.
  • Chicago Equity Partners's UMB Financial position peaked at $9.03M in Q4 2016.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.