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CSat Investment Advisory’s UMB Financial UMBF Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-179
Closed -$9K – 942
2020
Q3 		$9K Buy
179
+24
+15% +$1.21K ﹤0.01% 1059
2020
Q2 		$8K Buy
155
+12
+8% +$588 ﹤0.01% 1075
2020
Q1 		$7K Buy
143
+28
+24% +$1.7K ﹤0.01% 982
2019
Q4 		$8K Buy
115
+14
+14% +$929 ﹤0.01% 1035
2019
Q3 		$7K Buy
101
+14
+16% +$905 ﹤0.01% 1014
2019
Q2 		$6K Buy
+87
New +$5.74K ﹤0.01% 1035

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CSat Investment Advisory's UMBF Position: Q4 2020 in Review

CSat Investment Advisory sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 179 shares — an estimated $9K sold.

CSat Investment Advisory first reported a position in UMBF in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q3 2020. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • CSat Investment Advisory reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 179 UMB Financial shares in Q4 2020, an estimated $9K.
  • CSat Investment Advisory first reported a position in UMB Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's UMB Financial position peaked at $9K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.