Dean Investment Associates’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,048
| Closed | -$1.18M | – | 230 |
|
|
2022
Q3 | $1.18M | Sell |
14,048
-270
| -2% | -$22.8K | 0.24% | 158 |
|
|
2022
Q2 | $1.23M | Sell |
14,318
-76
| -0.5% | -$6.55K | 0.24% | 170 |
|
|
2022
Q1 | $1.4M | Sell |
14,394
-288
| -2% | -$28K | 0.25% | 161 |
|
|
2021
Q4 | $1.56M | Sell |
14,682
-8,633
| -37% | -$916K | 0.27% | 148 |
|
|
2021
Q3 | $2.26M | Sell |
23,315
-5,327
| -19% | -$515K | 0.43% | 91 |
|
|
2021
Q2 | $2.67M | Sell |
28,642
-24,242
| -46% | -$2.26M | 0.49% | 70 |
|
|
2021
Q1 | $4.88M | Sell |
52,884
-11,840
| -18% | -$1.09M | 0.92% | 16 |
|
|
2020
Q4 | $4.47M | Buy |
64,724
+467
| +0.7% | +$32.2K | 0.92% | 13 |
|
|
2020
Q3 | $3.15M | Buy |
64,257
+111
| +0.2% | +$5.44K | 0.75% | 29 |
|
|
2020
Q2 | $3.31M | Sell |
64,146
-36,980
| -37% | -$1.91M | 0.79% | 32 |
|
|
2020
Q1 | $4.69M | Buy |
101,126
+7,311
| +8% | +$339K | 1% | 11 |
|
|
2019
Q4 | $6.44M | Sell |
93,815
-15,872
| -14% | -$1.09M | 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% | +$905K | 1.06% | 13 |
|
|
2018
Q4 | $6.11M | Buy |
+100,181
| New | +$6.11M | 0.97% | 22 |
|