CCM
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Covington Capital Management’s UMB Financial UMBF Stock Holding History

Covington Capital 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
Q2 		– Sell
-44
Closed -$4K – 1189
2022
Q1 		$4K Buy
+44
New +$4.49K ﹤0.01% 995

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Covington Capital Management's UMBF Position: Q2 2022 in Review

Covington Capital Management sold out of UMB Financial (UMBF) in Q2 2022, closing a stake of 44 shares — an estimated $4K sold.

Covington Capital Management first reported a position in UMBF in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

  • Covington Capital Management reported no remaining UMB Financial position as of Q2 2022 after selling out during the quarter.
  • Covington Capital Management sold 44 UMB Financial shares in Q2 2022, an estimated $4K.
  • Covington Capital Management first reported a position in UMB Financial in Q1 2022 and held it in 1 quarter.
  • Covington Capital Management's UMB Financial position peaked at $4K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Covington Capital Management's 13F filing for Q2 2022, filed 8 Jul 2022.