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Cramer Rosenthal McGlynn’s UMB Financial UMBF Stock Holding History

Cramer Rosenthal McGlynn’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
2018
Q1 		– Sell
-624,873
Closed -$44.9M – 157
2017
Q4 		$44.9M Sell
624,873
-46,097
-7% -$3.39M 0.72% 62
2017
Q3 		$50M Sell
670,970
-68,930
-9% -$4.83M 0.8% 48
2017
Q2 		$55.4M Buy
739,900
+240,575
+48% +$17.6M 0.85% 46
2017
Q1 		$37.6M Buy
+499,325
New +$38.2M 0.57% 80
2015
Q1 		– Sell
-413,365
Closed -$23.5M – 245
2014
Q4 		$23.5M Sell
413,365
-27,125
-6% -$1.53M 0.24% 115
2014
Q3 		$24M Buy
440,490
+875
+0.2% +$50.5K 0.24% 113
2014
Q2 		$27.9M Sell
439,615
-3,500
-0.8% -$209K 0.22% 122
2014
Q1 		$28.7M Buy
443,115
+5,890
+1% +$368K 0.22% 125
2013
Q4 		$28.1M Sell
437,225
-74,650
-15% -$4.53M 0.2% 129
2013
Q3 		$27.8M Buy
511,875
+117,925
+30% +$6.88M 0.21% 122
2013
Q2 		$21.9M Buy
+393,950
New +$20.1M 0.17% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Cramer Rosenthal McGlynn's UMBF Position: Q1 2018 in Review

Cramer Rosenthal McGlynn sold out of UMB Financial (UMBF) in Q1 2018, closing a stake of 624,873 shares — an estimated $44.9M sold.

Cramer Rosenthal McGlynn first reported a position in UMBF in Q2 2013 and held it in 11 quarters. The position peaked at $55.4M in Q2 2017. 230 funds tracked by Wall St. Rank hold UMBF as of Q1 2018.

  • Cramer Rosenthal McGlynn reported no remaining UMB Financial position as of Q1 2018 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 624,873 UMB Financial shares in Q1 2018, an estimated $44.9M.
  • Cramer Rosenthal McGlynn first reported a position in UMB Financial in Q2 2013 and held it in 11 quarters.
  • Cramer Rosenthal McGlynn's UMB Financial position peaked at $55.4M in Q2 2017.
  • 230 funds tracked by Wall St. Rank held UMB Financial as of Q1 2018.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2018, filed 15 May 2018.