EI
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Ellevest Inc’s UMB Financial UMBF Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-10
Closed -$577 – 1553
2023
Q1 		$577 Buy
+10
New +$813 ﹤0.01% 1662
2022
Q4 		– Sell
-57
Closed -$5K – 1960
2022
Q3 		$5K Buy
+57
New +$5.16K ﹤0.01% 1190
2020
Q4 		– Sell
-112
Closed -$5K – 1361
2020
Q3 		$5K Hold
112
– – ﹤0.01% 777
2020
Q2 		$6K Sell
112
-58
-34% -$2.84K ﹤0.01% 720
2020
Q1 		$8K Buy
170
+132
+347% +$8.03K ﹤0.01% 593
2019
Q4 		$3K Buy
+38
New +$2.52K ﹤0.01% 656

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's UMBF Position: Q2 2023 in Review

Ellevest Inc sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 10 shares — an estimated $577 sold.

Ellevest Inc first reported a position in UMBF in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q1 2020. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Ellevest Inc reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 10 UMB Financial shares in Q2 2023, an estimated $577.
  • Ellevest Inc first reported a position in UMB Financial in Q4 2019 and held it in 6 quarters.
  • Ellevest Inc's UMB Financial position peaked at $8K in Q1 2020.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.