Credit Suisse’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.38M | Buy |
61,881
+1,426
| +2% | +$116K | 0.01% | 1256 |
|
|
2023
Q4 | $5.05M | Buy |
60,455
+257
| +0.4% | +$18.1K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $3.74M | Sell |
60,198
-1,963
| -3% | -$128K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $3.79M | Buy |
62,161
+18,346
| +42% | +$1.09M | ﹤0.01% | 1520 |
|
|
2023
Q1 | $2.53M | Buy |
43,815
+3,460
| +9% | +$281K | ﹤0.01% | 1733 |
|
|
2022
Q4 | $3.37M | Buy |
40,355
+1,056
| +3% | +$88.7K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $3.31M | Sell |
39,299
-24
| -0.1% | -$2.17K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $3.39M | Sell |
39,323
-486
| -1% | -$44.1K | ﹤0.01% | 1551 |
|
|
2022
Q1 | $3.87M | Sell |
39,809
-5,246
| -12% | -$535K | ﹤0.01% | 1646 |
|
|
2021
Q4 | $4.78M | Sell |
45,055
-110
| -0.2% | -$11.3K | ﹤0.01% | 2059 |
|
|
2021
Q3 | $4.37M | Buy |
45,165
+5,084
| +13% | +$464K | ﹤0.01% | 2178 |
|
|
2021
Q2 | $3.73M | Sell |
40,081
-5,166
| -11% | -$491K | ﹤0.01% | 2338 |
|
|
2021
Q1 | $4.18M | Sell |
45,247
-33,255
| -42% | -$2.75M | ﹤0.01% | 2225 |
|
|
2020
Q4 | $5.42M | Buy |
78,502
+18,042
| +30% | +$1.16M | ﹤0.01% | 2032 |
|
|
2020
Q3 | $2.96M | Sell |
60,460
-5,408
| -8% | -$273K | ﹤0.01% | 2139 |
|
|
2020
Q2 | $3.4M | Buy |
65,868
+24,432
| +59% | +$1.2M | ﹤0.01% | 1972 |
|
|
2020
Q1 | $1.92M | Sell |
41,436
-6,229
| -13% | -$379K | ﹤0.01% | 2167 |
|
|
2019
Q4 | $3.27M | Sell |
47,665
-1,932
| -4% | -$128K | ﹤0.01% | 2208 |
|
|
2019
Q3 | $3.2M | Buy |
49,597
+6,651
| +15% | +$430K | ﹤0.01% | 2113 |
|
|
2019
Q2 | $2.83M | Sell |
42,946
-10,585
| -20% | -$698K | ﹤0.01% | 2187 |
|
|
2019
Q1 | $3.43M | Buy |
53,531
+8,409
| +19% | +$556K | ﹤0.01% | 1994 |
|
|
2018
Q4 | $2.75M | Sell |
45,122
-1,478
| -3% | -$95.8K | ﹤0.01% | 2005 |
|
|
2018
Q3 | $3.3M | Sell |
46,600
-934
| -2% | -$70.2K | ﹤0.01% | 1976 |
|
|
2018
Q2 | $3.62M | Buy |
47,534
+15,137
| +47% | +$1.16M | ﹤0.01% | 1979 |
|
|
2018
Q1 | $2.35M | Sell |
32,397
-10,467
| -24% | -$784K | ﹤0.01% | 2294 |
|
|
2017
Q4 | $3.08M | Sell |
42,864
-18,072
| -30% | -$1.33M | ﹤0.01% | 2110 |
|
|
2017
Q3 | $4.54M | Buy |
60,936
+21,474
| +54% | +$1.5M | ﹤0.01% | 1840 |
|
|
2017
Q2 | $2.95M | Sell |
39,462
-3,156
| -7% | -$231K | ﹤0.01% | 1970 |
|
|
2017
Q1 | $3.21M | Sell |
42,618
-18,282
| -30% | -$1.4M | ﹤0.01% | 1985 |
|
|
2016
Q4 | $4.7M | Buy |
60,900
+27,888
| +84% | +$1.94M | ﹤0.01% | 1697 |
|
|
2016
Q3 | $1.96M | Sell |
33,012
-18,441
| -36% | -$1.06M | ﹤0.01% | 2391 |
|
|
2016
Q2 | $2.74M | Buy |
51,453
+38,576
| +300% | +$2.1M | ﹤0.01% | 2097 |
|
|
2016
Q1 | $665K | Sell |
12,877
-11,334
| -47% | -$545K | ﹤0.01% | 3031 |
|
|
2015
Q4 | $1.13M | Buy |
24,211
+8,166
| +51% | +$412K | ﹤0.01% | 2730 |
|
|
2015
Q3 | $816K | Sell |
16,045
-12,247
| -43% | -$646K | ﹤0.01% | 3002 |
|
|
2015
Q2 | $1.61M | Buy |
28,292
+11,131
| +65% | +$598K | ﹤0.01% | 2729 |
|
|
2015
Q1 | $908K | Sell |
17,161
-1,709
| -9% | -$88.6K | ﹤0.01% | 3052 |
|
|
2014
Q4 | $1.07M | Sell |
18,870
-1,295
| -6% | -$73K | ﹤0.01% | 3079 |
|
|
2014
Q3 | $1.1M | Buy |
20,165
+4,725
| +31% | +$273K | ﹤0.01% | 2971 |
|
|
2014
Q2 | $979K | Buy |
15,440
+5,909
| +62% | +$352K | ﹤0.01% | 3301 |
|
|
2014
Q1 | $616K | Sell |
9,531
-2,644
| -22% | -$165K | ﹤0.01% | 3550 |
|
|
2013
Q4 | $782K | Sell |
12,175
-32,234
| -73% | -$1.96M | ﹤0.01% | 3472 |
|
|
2013
Q3 | $2.41M | Buy |
44,409
+35,260
| +385% | +$2.06M | ﹤0.01% | 2232 |
|
|
2013
Q2 | $509K | Buy |
+9,149
| New | +$466K | ﹤0.01% | 3294 |
|
Other funds holding UMBF
UB
Credit Suisse's UMBF Position: Q1 2024 in Review
Credit Suisse increased its UMB Financial (UMBF) stake by 2.4% in Q1 2024, buying an estimated $116K and bringing the position to 61,881 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #1256.
Credit Suisse first reported a position in UMBF in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.42M in Q4 2020. 271 funds tracked by Wall St. Rank hold UMBF as of Q1 2024.
- Credit Suisse held 61,881 shares of UMB Financial worth $5.38M as of Q1 2024.
- Credit Suisse bought 1,426 UMB Financial shares in Q1 2024, an estimated $116K.
- UMB Financial made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1256 holding.
- Credit Suisse first reported a position in UMB Financial in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's UMB Financial position peaked at $5.42M in Q4 2020.
- 271 funds tracked by Wall St. Rank held UMB Financial as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.