Eagle Asset Management’s UMB Financial UMBF Stock Holding History

Eagle Asset Management’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-74,030	Closed	-$4.27M	–	575
2023 Q1	$4.27M	Buy	74,030 +2,610	+4%	+$151K	0.03%	362
2022 Q4	$5.9M	Sell	71,420 -1,342	-2%	-$111K	0.04%	309
2022 Q3	$6.13M	Sell	72,762 -25	-0%	-$2.11K	0.04%	304
2022 Q2	$6.27M	Sell	72,787 -155	-0.2%	-$13.3K	0.04%	312
2022 Q1	$7.09M	Sell	72,942 -3,741	-5%	-$363K	0.04%	329
2021 Q4	$8.16M	Sell	76,683 -3,282	-4%	-$349K	0.04%	346
2021 Q3	$7.73M	Sell	79,965 -125,551	-61%	-$12.1M	0.03%	354
2021 Q2	$19.1M	Sell	205,516 -49,100	-19%	-$4.57M	0.08%	244
2021 Q1	$23.6M	Buy	254,616 +3,337	+1%	+$309K	0.1%	225
2020 Q4	$17.3M	Sell	251,279 -48,366	-16%	-$3.34M	0.1%	234
2020 Q3	$14.6M	Buy	299,645 +44,820	+18%	+$2.18M	0.08%	236
2020 Q2	$12.8M	Buy	254,825 +69,649	+38%	+$3.5M	0.07%	246
2020 Q1	$8.59M	Buy	185,176 +26,194	+16%	+$1.21M	0.05%	287
2019 Q4	$10.9M	Buy	158,982 +1,992	+1%	+$137K	0.05%	303
2019 Q3	$10.1M	Buy	156,990 +20,316	+15%	+$1.31M	0.05%	307
2019 Q2	$9M	Sell	136,674 -141,381	-51%	-$9.3M	0.05%	325
2019 Q1	$17.8M	Sell	278,055 -518,902	-65%	-$33.2M	0.09%	234
2018 Q4	$48.6M	Sell	796,957 -75,408	-9%	-$4.6M	0.31%	132
2018 Q3	$61.9M	Buy	872,365 +93,613	+12%	+$6.64M	0.3%	137
2018 Q2	$59.4M	Sell	778,752 -1,668	-0.2%	-$127K	0.32%	117
2018 Q1	$56.5M	Buy	780,420 +3,064	+0.4%	+$222K	0.31%	118
2017 Q4	$56M	Sell	777,356 -1,101	-0.1%	-$79.3K	0.31%	109
2017 Q3	$58.5M	Sell	778,457 -10,686	-1%	-$803K	0.34%	100
2017 Q2	$59.1M	Buy	789,143 +198,343	+34%	+$14.8M	0.36%	90
2017 Q1	$44.5M	Buy	590,800 +59,031	+11%	+$4.45M	0.28%	113
2016 Q4	$41M	Buy	531,769 +90,208	+20%	+$6.96M	0.27%	119
2016 Q3	$26.3M	Buy	441,561 +72,344	+20%	+$4.3M	0.18%	176
2016 Q2	$19.6M	Sell	369,217 -55,531	-13%	-$2.95M	0.14%	214
2016 Q1	$21.9M	Sell	424,748 -48,172	-10%	-$2.49M	0.15%	197
2015 Q4	$22M	Sell	472,920 -38,912	-8%	-$1.81M	0.15%	203
2015 Q3	$26M	Sell	511,832 -279,822	-35%	-$14.2M	0.18%	179
2015 Q2	$45.1M	Buy	791,654 +2,867	+0.4%	+$163K	0.25%	146
2015 Q1	$41.7M	Sell	788,787 -7,989	-1%	-$423K	0.24%	148
2014 Q4	$45.3M	Sell	796,776 -5,310	-0.7%	-$302K	0.26%	136
2014 Q3	$43.8M	Sell	802,086 -7,546	-0.9%	-$412K	0.25%	142
2014 Q2	$51.3M	Sell	809,632 -7,809	-1%	-$495K	0.28%	121
2014 Q1	$52.9M	Sell	817,441 -28,881	-3%	-$1.87M	0.29%	119
2013 Q4	$54.6M	Buy	846,322 +24,208	+3%	+$1.56M	0.31%	113
2013 Q3	$44.4M	Sell	822,114 -320	-0%	-$17.3K	0.22%	138
2013 Q2	$45.8M	Buy	+822,434	New	+$45.8M	0.3%	99