CIM Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,976
| Closed | -$210K | – | 297 |
|
|
2021
Q4 | $210K | Buy |
+1,976
| New | +$210K | 0.06% | 279 |
|
|
2020
Q4 | – | Sell |
-4,191
| Closed | -$205K | – | 303 |
|
|
2020
Q3 | $205K | Buy |
4,191
+60
| +1% | +$2.94K | 0.08% | 235 |
|
|
2020
Q2 | $213K | Buy |
+4,131
| New | +$213K | 0.09% | 218 |
|
|
2020
Q1 | – | Sell |
-3,427
| Closed | -$235K | – | 237 |
|
|
2019
Q4 | $235K | Sell |
3,427
-2,680
| -44% | -$184K | 0.09% | 186 |
|
|
2019
Q3 | $394K | Hold |
6,107
| – | – | 0.15% | 169 |
|
|
2019
Q2 | $402K | Sell |
6,107
-130
| -2% | -$8.56K | 0.15% | 167 |
|
|
2019
Q1 | $399K | Sell |
6,237
-53
| -0.8% | -$3.39K | 0.15% | 178 |
|
|
2018
Q4 | $384K | Hold |
6,290
| – | – | 0.17% | 158 |
|
|
2018
Q3 | $446K | Hold |
6,290
| – | – | 0.16% | 175 |
|
|
2018
Q2 | $479K | Hold |
6,290
| – | – | 0.17% | 171 |
|
|
2018
Q1 | $455K | Hold |
6,290
| – | – | 0.15% | 187 |
|
|
2017
Q4 | $452K | Sell |
6,290
-148
| -2% | -$10.6K | 0.15% | 188 |
|
|
2017
Q3 | $480K | Hold |
6,438
| – | – | 0.17% | 169 |
|
|
2017
Q2 | $482K | Sell |
6,438
-206
| -3% | -$15.4K | 0.17% | 175 |
|
|
2017
Q1 | $500K | Hold |
6,644
| – | – | 0.17% | 158 |
|
|
2016
Q4 | $512K | Hold |
6,644
| – | – | 0.19% | 151 |
|
|
2016
Q3 | $395K | Buy |
6,644
+250
| +4% | +$14.9K | 0.15% | 184 |
|
|
2016
Q2 | $340K | Buy |
6,394
+630
| +11% | +$33.5K | 0.14% | 196 |
|
|
2016
Q1 | $298K | Buy |
5,764
+696
| +14% | +$36K | 0.13% | 198 |
|
|
2015
Q4 | $236K | Hold |
5,068
| – | – | 0.11% | 214 |
|
|
2015
Q3 | $258K | Buy |
5,068
+606
| +14% | +$30.9K | 0.12% | 190 |
|
|
2015
Q2 | $254K | Hold |
4,462
| – | – | 0.11% | 198 |
|
|
2015
Q1 | $236K | Hold |
4,462
| – | – | 0.1% | 209 |
|
|
2014
Q4 | $254K | Buy |
4,462
+616
| +16% | +$35.1K | 0.12% | 186 |
|
|
2014
Q3 | $210K | Buy |
+3,846
| New | +$210K | 0.11% | 177 |
|
|
2014
Q2 | – | Sell |
-3,248
| Closed | -$210K | – | 214 |
|
|
2014
Q1 | $210K | Buy |
+3,248
| New | +$210K | 0.1% | 188 |
|