Chicago Equity Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.3M | Sell |
71,180
-24,080
| -25% | -$1.12M | 0.33% | 63 |
|
|
2019
Q4 | $6.54M | Sell |
95,260
-26,205
| -22% | -$1.8M | 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% | +$3.25M | 0.17% | 160 |
|
|
2019
Q1 | $480K | Buy |
+7,500
| New | +$480K | 0.02% | 681 |
|
|
2018
Q3 | – | Sell |
-112,555
| Closed | -$8.58M | – | 888 |
|
|
2018
Q2 | $8.58M | Buy |
112,555
+3,065
| +3% | +$234K | 0.26% | 98 |
|
|
2018
Q1 | $7.93M | Buy |
109,490
+95,985
| +711% | +$6.95M | 0.25% | 109 |
|
|
2017
Q4 | $971K | Buy |
+13,505
| New | +$971K | 0.03% | 508 |
|
|
2017
Q3 | – | Sell |
-91,565
| Closed | -$6.86M | – | 824 |
|
|
2017
Q2 | $6.86M | Sell |
91,565
-3,305
| -3% | -$247K | 0.18% | 152 |
|
|
2017
Q1 | $7.15M | Sell |
94,870
-22,170
| -19% | -$1.67M | 0.21% | 126 |
|
|
2016
Q4 | $9.03M | Buy |
117,040
+19,280
| +20% | +$1.49M | 0.24% | 107 |
|
|
2016
Q3 | $5.81M | Buy |
97,760
+1,870
| +2% | +$111K | 0.16% | 148 |
|
|
2016
Q2 | $5.1M | Buy |
+95,890
| New | +$5.1M | 0.15% | 162 |
|