Convergence Investment Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,951
| Closed | -$1.46M | – | 305 |
|
|
2024
Q4 | $1.46M | Buy |
12,951
+2,930
| +29% | +$331K | 0.33% | 112 |
|
|
2024
Q3 | $1.05M | Sell |
10,021
-687
| -6% | -$72.2K | 0.28% | 118 |
|
|
2024
Q2 | $893K | Buy |
+10,708
| New | +$893K | 0.26% | 122 |
|
|
2018
Q3 | – | Sell |
-10,522
| Closed | -$802K | – | 361 |
|
|
2018
Q2 | $802K | Buy |
+10,522
| New | +$802K | 0.11% | 232 |
|