ClariVest Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.33M | Hold |
15,888
| – | – | 0.14% | 206 |
|
2024
Q2 | $1.33M | Buy |
15,888
+9,821
| +162% | +$819K | 0.14% | 206 |
|
2024
Q1 | $528K | Buy |
6,067
+18
| +0.3% | +$1.57K | 0.05% | 354 |
|
2023
Q4 | $505K | Buy |
+6,049
| New | +$505K | 0.03% | 360 |
|
2014
Q2 | – | Sell |
-1,300
| Closed | -$84K | – | 628 |
|
2014
Q1 | $84K | Hold |
1,300
| – | – | ﹤0.01% | 423 |
|
2013
Q4 | $84K | Buy |
+1,300
| New | +$84K | ﹤0.01% | 444 |
|