Eaton Vance Management’s UMB Financial UMBF Stock Holding History

Eaton Vance 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
2022 Q3	$1.98M	Buy	23,524 +1,934	+9%	+$175K	﹤0.01%	1055
2022 Q2	$1.86M	Sell	21,590 -215,665	-91%	-$19.6M	﹤0.01%	1092
2022 Q1	$23.1M	Sell	237,255 -68,119	-22%	-$6.95M	0.03%	468
2021 Q4	$32.4M	Buy	305,374 +9,370	+3%	+$967K	0.04%	382
2021 Q3	$28.6M	Buy	296,004 +295,719	+103,761%	+$27M	0.04%	369
2021 Q2	$27K	Sell	285 -315	-53%	-$29.9K	﹤0.01%	2357
2021 Q1	$55K	Buy	+600	New	+$49.6K	﹤0.01%	1771

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Eaton Vance Management's UMBF Position: Q3 2022 in Review

Eaton Vance Management increased its UMB Financial (UMBF) stake by 9% in Q3 2022, buying an estimated $175K and bringing the position to 23,524 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Eaton Vance Management first reported a position in UMBF in Q1 2021 and has held it in 7 quarters since. The position peaked at $32.4M in Q4 2021. 272 funds tracked by Wall St. Rank hold UMBF as of Q3 2022.

Eaton Vance Management held 23,524 shares of UMB Financial worth $1.98M as of Q3 2022.
Eaton Vance Management bought 1,934 UMB Financial shares in Q3 2022, an estimated $175K.
UMB Financial made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1055 holding.
Eaton Vance Management first reported a position in UMB Financial in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's UMB Financial position peaked at $32.4M in Q4 2021.
272 funds tracked by Wall St. Rank held UMB Financial as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.