Emerald Mutual Fund Advisers Trust’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
121,672
+36,460
| +43% | +$3.83M | 0.78% | 46 |
|
|
2025
Q1 | $8.61M | Sell |
85,212
-15,651
| -16% | -$1.58M | 0.61% | 62 |
|
|
2024
Q4 | $11.4M | Buy |
100,863
+7,869
| +8% | +$888K | 0.69% | 56 |
|
|
2024
Q3 | $9.77M | Buy |
+92,994
| New | +$9.77M | 0.51% | 74 |
|
|
2020
Q3 | – | Sell |
-6,930
| Closed | -$357K | – | 360 |
|
|
2020
Q2 | $357K | Buy |
+6,930
| New | +$357K | 0.02% | 211 |
|