Cramer Rosenthal McGlynn’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-624,873
| Closed | -$44.9M | – | 157 |
|
|
2017
Q4 | $44.9M | Sell |
624,873
-46,097
| -7% | -$3.32M | 0.72% | 62 |
|
|
2017
Q3 | $50M | Sell |
670,970
-68,930
| -9% | -$5.13M | 0.8% | 48 |
|
|
2017
Q2 | $55.4M | Buy |
739,900
+240,575
| +48% | +$18M | 0.85% | 46 |
|
|
2017
Q1 | $37.6M | Buy |
+499,325
| New | +$37.6M | 0.57% | 80 |
|
|
2015
Q1 | – | Sell |
-413,365
| Closed | -$23.5M | – | 245 |
|
|
2014
Q4 | $23.5M | Sell |
413,365
-27,125
| -6% | -$1.54M | 0.24% | 115 |
|
|
2014
Q3 | $24M | Buy |
440,490
+875
| +0.2% | +$47.7K | 0.24% | 113 |
|
|
2014
Q2 | $27.9M | Sell |
439,615
-3,500
| -0.8% | -$222K | 0.22% | 122 |
|
|
2014
Q1 | $28.7M | Buy |
443,115
+5,890
| +1% | +$381K | 0.22% | 125 |
|
|
2013
Q4 | $28.1M | Sell |
437,225
-74,650
| -15% | -$4.8M | 0.2% | 129 |
|
|
2013
Q3 | $27.8M | Buy |
511,875
+117,925
| +30% | +$6.41M | 0.21% | 122 |
|
|
2013
Q2 | $21.9M | Buy |
+393,950
| New | +$21.9M | 0.17% | 144 |
|