CIM
UMBF icon

CIM Investment Management’s UMB Financial UMBF Stock Holding History

CIM Investment Management’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
2022
Q1 		– Sell
-1,976
Closed -$210K – 297
2021
Q4 		$210K Buy
+1,976
New +$204K 0.06% 279
2020
Q4 		– Sell
-4,191
Closed -$205K – 303
2020
Q3 		$205K Buy
4,191
+60
+1% +$3.03K 0.08% 235
2020
Q2 		$213K Buy
+4,131
New +$202K 0.09% 218
2020
Q1 		– Sell
-3,427
Closed -$235K – 237
2019
Q4 		$235K Sell
3,427
-2,680
-44% -$178K 0.09% 186
2019
Q3 		$394K Hold
6,107
– – 0.15% 169
2019
Q2 		$402K Sell
6,107
-130
-2% -$8.57K 0.15% 167
2019
Q1 		$399K Sell
6,237
-53
-0.8% -$3.5K 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% -$10.9K 0.15% 188
2017
Q3 		$480K Hold
6,438
– – 0.17% 169
2017
Q2 		$482K Sell
6,438
-206
-3% -$15.1K 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% +$14.3K 0.15% 184
2016
Q2 		$340K Buy
6,394
+630
+11% +$34.2K 0.14% 196
2016
Q1 		$298K Buy
5,764
+696
+14% +$33.4K 0.13% 198
2015
Q4 		$236K Hold
5,068
– – 0.11% 214
2015
Q3 		$258K Buy
5,068
+606
+14% +$32K 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% +$34.7K 0.12% 186
2014
Q3 		$210K Buy
+3,846
New +$222K 0.11% 177
2014
Q2 		– Sell
-3,248
Closed -$210K – 214
2014
Q1 		$210K Buy
+3,248
New +$203K 0.1% 188

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
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

CIM Investment Management's UMBF Position: Q1 2022 in Review

CIM Investment Management sold out of UMB Financial (UMBF) in Q1 2022, closing a stake of 1,976 shares — an estimated $210K sold.

CIM Investment Management first reported a position in UMBF in Q1 2014 and held it in 26 quarters. The position peaked at $512K in Q4 2016. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

  • CIM Investment Management reported no remaining UMB Financial position as of Q1 2022 after selling out during the quarter.
  • CIM Investment Management sold 1,976 UMB Financial shares in Q1 2022, an estimated $210K.
  • CIM Investment Management first reported a position in UMB Financial in Q1 2014 and held it in 26 quarters.
  • CIM Investment Management's UMB Financial position peaked at $512K in Q4 2016.
  • 253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

Based on CIM Investment Management's 13F filing for Q1 2022, filed 17 May 2022.