Elkfork Partners’s UMB Financial UMBF Stock Holding History

Elkfork Partners’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
2019 Q3	$418K	Hold	6,468	–	–	0.01%	635
2019 Q2	$426K	Hold	6,468	–	–	0.01%	627
2019 Q1	$414K	Buy	6,468 +682	+12%	+$45.1K	0.01%	612
2018 Q4	$353K	Hold	5,786	–	–	0.01%	613
2018 Q3	$410K	Buy	5,786 +858	+17%	+$64.4K	0.01%	651
2018 Q2	$376K	Buy	4,928 +682	+16%	+$52.4K	0.01%	614
2018 Q1	$307K	Hold	4,246	–	–	0.01%	672
2017 Q4	$305K	Buy	4,246 +1,012	+31%	+$74.3K	0.01%	669
2017 Q3	$241K	Buy	3,234 +264	+9%	+$18.5K	0.01%	677
2017 Q2	$222K	Buy	2,970 +990	+50%	+$72.5K	0.01%	662
2017 Q1	$149K	Buy	1,980 +198	+11%	+$15.1K	﹤0.01%	646
2016 Q4	$137K	Buy	+1,782	New	+$124K	﹤0.01%	660

Other funds holding UMBF

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

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

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

CIP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elkfork Partners's UMBF Position: Q3 2019 in Review

Elkfork Partners held its UMB Financial (UMBF) position steady in Q3 2019 at 6,468 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #635.

Elkfork Partners first reported a position in UMBF in Q4 2016 and has held it in 12 quarters since. The position peaked at $426K in Q2 2019. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

Elkfork Partners held 6,468 shares of UMB Financial worth $418K as of Q3 2019.
Elkfork Partners left its UMB Financial share count unchanged in Q3 2019.
UMB Financial made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #635 holding.
Elkfork Partners first reported a position in UMB Financial in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's UMB Financial position peaked at $426K in Q2 2019.
234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.