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ClariVest Asset Management’s UMB Financial UMBF Stock Holding History

ClariVest Asset 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
2024
Q3 		$1.33M Hold
15,888
– – 0.14% 206
2024
Q2 		$1.33M Buy
15,888
+9,821
+162% +$805K 0.14% 206
2024
Q1 		$528K Buy
6,067
+18
+0.3% +$1.46K 0.05% 354
2023
Q4 		$505K Buy
+6,049
New +$425K 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 +$79K ﹤0.01% 444

Other funds holding UMBF

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClariVest Asset Management's UMBF Position: Q3 2024 in Review

ClariVest Asset Management held its UMB Financial (UMBF) position steady in Q3 2024 at 15,888 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #206.

ClariVest Asset Management first reported a position in UMBF in Q4 2013 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • ClariVest Asset Management held 15,888 shares of UMB Financial worth $1.33M as of Q3 2024.
  • ClariVest Asset Management left its UMB Financial share count unchanged in Q3 2024.
  • UMB Financial made up 0.14% of ClariVest Asset Management's portfolio in Q3 2024, its #206 holding.
  • ClariVest Asset Management first reported a position in UMB Financial in Q4 2013 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.