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Dupont Capital Management’s UMB Financial UMBF Stock Holding History

Dupont 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
2023
Q3 		– Sell
-1,326
Closed -$80.8K – 539
2023
Q2 		$80.8K Sell
1,326
-151
-10% -$9.01K ﹤0.01% 450
2023
Q1 		$85.3K Buy
+1,477
New +$120K ﹤0.01% 510
2022
Q4 		– Sell
-7,072
Closed -$596K – 1530
2022
Q3 		$596K Sell
7,072
-10,840
-61% -$981K 0.04% 564
2022
Q2 		$1.54M Buy
17,912
+16,189
+940% +$1.47M 0.07% 278
2022
Q1 		$167K Sell
1,723
-153
-8% -$15.6K 0.01% 1126
2021
Q4 		$199K Sell
1,876
-27,162
-94% -$2.8M 0.01% 1108
2021
Q3 		$2.81M Buy
+29,038
New +$2.65M 0.09% 232
2020
Q3 		– Sell
-2,352
Closed -$121K – 1472
2020
Q2 		$121K Sell
2,352
-4,667
-66% -$229K ﹤0.01% 1234
2020
Q1 		$326K Buy
7,019
+3,612
+106% +$220K 0.01% 823
2019
Q4 		$234K Sell
3,407
-469
-12% -$31.1K 0.01% 1137
2019
Q3 		$250K Buy
3,876
+360
+10% +$23.3K 0.01% 1050
2019
Q2 		$231K Hold
3,516
– – 0.01% 1071
2019
Q1 		$225K Hold
3,516
– – 0.01% 1031
2018
Q4 		$214K Buy
+3,516
New +$228K 0.01% 1019

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dupont Capital Management's UMBF Position: Q3 2023 in Review

Dupont Capital Management sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 1,326 shares — an estimated $80.8K sold.

Dupont Capital Management first reported a position in UMBF in Q4 2018 and held it in 14 quarters. The position peaked at $2.81M in Q3 2021. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

  • Dupont Capital Management reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
  • Dupont Capital Management sold 1,326 UMB Financial shares in Q3 2023, an estimated $80.8K.
  • Dupont Capital Management first reported a position in UMB Financial in Q4 2018 and held it in 14 quarters.
  • Dupont Capital Management's UMB Financial position peaked at $2.81M in Q3 2021.
  • 242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Dupont Capital Management's 13F filing for Q3 2023, filed 27 Oct 2023.