Duality Advisers’s UMB Financial UMBF Stock Holding History

Duality Advisers’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 Q2	–	Sell	-26,607	Closed	-$1.54M	–	738
2023 Q1	$1.54M	Buy	+26,607	New	+$2.16M	0.17%	221
2022 Q4	–	Sell	-9,538	Closed	-$804K	–	787
2022 Q3	$804K	Buy	+9,538	New	+$863K	0.09%	344
2022 Q2	–	Sell	-2,388	Closed	-$232K	–	871
2022 Q1	$232K	Buy	+2,388	New	+$244K	0.02%	588

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Duality Advisers's UMBF Position: Q2 2023 in Review

Duality Advisers sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 26,607 shares — an estimated $1.54M sold.

Duality Advisers first reported a position in UMBF in Q1 2022 and held it in 3 quarters. The position peaked at $1.54M in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

Duality Advisers reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 26,607 UMB Financial shares in Q2 2023, an estimated $1.54M.
Duality Advisers first reported a position in UMB Financial in Q1 2022 and held it in 3 quarters.
Duality Advisers's UMB Financial position peaked at $1.54M in Q1 2023.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.