Crewe Advisors’s UMB Financial UMBF Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-2	Closed	-$125	–	685
2023 Q3	$125	Buy	+2	New	+$130	﹤0.01%	521

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's UMBF Position: Q4 2023 in Review

Crewe Advisors sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 2 shares — an estimated $125 sold.

Crewe Advisors first reported a position in UMBF in Q3 2023 and held it in 1 quarter. The position peaked at $125 in Q3 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

Crewe Advisors reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 UMB Financial shares in Q4 2023, an estimated $125.
Crewe Advisors first reported a position in UMB Financial in Q3 2023 and held it in 1 quarter.
Crewe Advisors's UMB Financial position peaked at $125 in Q3 2023.
259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.