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Dean Investment Associates’s UMB Financial UMBF Stock Holding History

Dean Investment Associates’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
2022
Q4 		– Sell
-14,048
Closed -$1.18M – 230
2022
Q3 		$1.18M Sell
14,048
-270
-2% -$24.4K 0.24% 158
2022
Q2 		$1.23M Sell
14,318
-76
-0.5% -$6.89K 0.24% 170
2022
Q1 		$1.4M Sell
14,394
-288
-2% -$29.4K 0.25% 161
2021
Q4 		$1.56M Sell
14,682
-8,633
-37% -$891K 0.27% 148
2021
Q3 		$2.25M Sell
23,315
-5,327
-19% -$486K 0.43% 91
2021
Q2 		$2.67M Sell
28,642
-24,242
-46% -$2.3M 0.49% 70
2021
Q1 		$4.88M Sell
52,884
-11,840
-18% -$978K 0.92% 16
2020
Q4 		$4.46M Buy
64,724
+467
+0.7% +$29.9K 0.92% 13
2020
Q3 		$3.15M Buy
64,257
+111
+0.2% +$5.6K 0.75% 29
2020
Q2 		$3.31M Sell
64,146
-36,980
-37% -$1.81M 0.79% 32
2020
Q1 		$4.69M Buy
101,126
+7,311
+8% +$445K 1% 11
2019
Q4 		$6.44M Sell
93,815
-15,872
-14% -$1.05M 1.01% 13
2019
Q3 		$7.08M Sell
109,687
-4,819
-4% -$311K 1.04% 11
2019
Q2 		$7.54M Buy
114,506
+200
+0.2% +$13.2K 1.08% 10
2019
Q1 		$7.32M Buy
114,306
+14,125
+14% +$934K 1.06% 13
2018
Q4 		$6.11M Buy
+100,181
New +$6.49M 0.97% 22

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dean Investment Associates's UMBF Position: Q4 2022 in Review

Dean Investment Associates sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 14,048 shares — an estimated $1.18M sold.

Dean Investment Associates first reported a position in UMBF in Q4 2018 and held it in 16 quarters. The position peaked at $7.54M in Q2 2019. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

  • Dean Investment Associates reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
  • Dean Investment Associates sold 14,048 UMB Financial shares in Q4 2022, an estimated $1.18M.
  • Dean Investment Associates first reported a position in UMB Financial in Q4 2018 and held it in 16 quarters.
  • Dean Investment Associates's UMB Financial position peaked at $7.54M in Q2 2019.
  • 265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Dean Investment Associates's 13F filing for Q4 2022, filed 13 Feb 2023.