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Dean Capital Management’s UMB Financial UMBF Stock Holding History

Dean Capital Management’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
2021
Q4 		– Sell
-4,974
Closed -$481K – 85
2021
Q3 		$481K Sell
4,974
-1,120
-18% -$102K 0.44% 73
2021
Q2 		$567K Sell
6,094
-24,117
-80% -$2.29M 0.52% 74
2021
Q1 		$2.79M Sell
30,211
-18,422
-38% -$1.52M 1.88% 16
2020
Q4 		$3.35M Buy
48,633
+14,714
+43% +$944K 1.99% 4
2020
Q3 		$1.66M Buy
33,919
+4,183
+14% +$211K 1.71% 1
2020
Q2 		$1.53M Buy
29,736
+4,602
+18% +$226K 1.79% 1
2020
Q1 		$1.17M Sell
25,134
-1,616
-6% -$98.3K 1.73% 1
2019
Q4 		$1.84M Sell
26,750
-3,132
-10% -$208K 1.74% 1
2019
Q3 		$1.93M Buy
29,882
+2,238
+8% +$145K 1.99% 1
2019
Q2 		$1.82M Buy
27,644
+7,969
+41% +$526K 1.89% 1
2019
Q1 		$1.26M Sell
19,675
-17,685
-47% -$1.17M 2.12% 8
2018
Q4 		$2.28M Buy
+37,360
New +$2.42M 1.86% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dean Capital Management's UMBF Position: Q4 2021 in Review

Dean Capital Management sold out of UMB Financial (UMBF) in Q4 2021, closing a stake of 4,974 shares — an estimated $481K sold.

Dean Capital Management first reported a position in UMBF in Q4 2018 and held it in 12 quarters. The position peaked at $3.35M in Q4 2020. 256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

  • Dean Capital Management reported no remaining UMB Financial position as of Q4 2021 after selling out during the quarter.
  • Dean Capital Management sold 4,974 UMB Financial shares in Q4 2021, an estimated $481K.
  • Dean Capital Management first reported a position in UMB Financial in Q4 2018 and held it in 12 quarters.
  • Dean Capital Management's UMB Financial position peaked at $3.35M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on Dean Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.