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Elequin Capital’s UMB Financial UMBF Stock Holding History

Elequin Capital’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
2024
Q1 		– Sell
-15
Closed -$1.25K – 475
2023
Q4 		$1.25K Sell
15
-674
-98% -$47.4K ﹤0.01% 300
2023
Q3 		$42.8K Sell
689
-1,050
-60% -$68.2K 0.01% 187
2023
Q2 		$106K Buy
+1,739
New +$104K 0.05% 120

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Elequin Capital's UMBF Position: Q1 2024 in Review

Elequin Capital sold out of UMB Financial (UMBF) in Q1 2024, closing a stake of 15 shares — an estimated $1.25K sold.

Elequin Capital first reported a position in UMBF in Q2 2023 and held it in 3 quarters. The position peaked at $106K in Q2 2023. 271 funds tracked by Wall St. Rank hold UMBF as of Q1 2024.

  • Elequin Capital reported no remaining UMB Financial position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 15 UMB Financial shares in Q1 2024, an estimated $1.25K.
  • Elequin Capital first reported a position in UMB Financial in Q2 2023 and held it in 3 quarters.
  • Elequin Capital's UMB Financial position peaked at $106K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held UMB Financial as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.