Crestline Management’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 |
-12,129
| Closed | -$1.37M | – | 610 |
|
|
2024
Q4 | $1.37M | Buy |
12,129
+8,333
| +220% | +$940K | 0.05% | 355 |
|
|
2024
Q3 | $399K | Buy |
+3,796
| New | +$399K | 0.02% | 409 |
|
|
2017
Q4 | – | Sell |
-34,000
| Closed | -$2.53M | – | 203 |
|
|
2017
Q3 | $2.53M | Buy |
+34,000
| New | +$2.53M | 0.35% | 49 |
|
|
2017
Q2 | – | Sell |
-8,000
| Closed | -$602K | – | 165 |
|
|
2017
Q1 | $602K | Buy |
+8,000
| New | +$602K | 0.11% | 82 |
|