Ensign Peak Advisors’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 | $2.72M | Buy |
25,824
+8,945
| +53% | +$941K | ﹤0.01% | 810 |
|
|
2025
Q1 | $1.71M | Hold |
16,879
| – | – | ﹤0.01% | 968 |
|
|
2024
Q4 | $1.9M | Hold |
16,879
| – | – | ﹤0.01% | 963 |
|
|
2024
Q3 | $1.77M | Hold |
16,879
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q2 | $1.41M | Hold |
16,879
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q1 | $1.47M | Sell |
16,879
-851
| -5% | -$74K | ﹤0.01% | 1077 |
|
|
2023
Q4 | $1.48M | Buy |
17,730
+2,750
| +18% | +$230K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $930K | Hold |
14,980
| – | – | ﹤0.01% | 1253 |
|
|
2023
Q2 | $912K | Hold |
14,980
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q1 | $865K | Buy |
14,980
+2,050
| +16% | +$118K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $1.08M | Sell |
12,930
-5,000
| -28% | -$418K | ﹤0.01% | 1098 |
|
|
2022
Q3 | $1.51M | Hold |
17,930
| – | – | ﹤0.01% | 886 |
|
|
2022
Q2 | $1.54M | Sell |
17,930
-6,550
| -27% | -$564K | ﹤0.01% | 919 |
|
|
2022
Q1 | $2.38M | Sell |
24,480
-845
| -3% | -$82.1K | ﹤0.01% | 817 |
|
|
2021
Q4 | $2.69M | Sell |
25,325
-12,475
| -33% | -$1.32M | 0.01% | 860 |
|
|
2021
Q3 | $3.66M | Hold |
37,800
| – | – | 0.01% | 789 |
|
|
2021
Q2 | $3.52M | Hold |
37,800
| – | – | 0.01% | 804 |
|
|
2021
Q1 | $3.49M | Hold |
37,800
| – | – | 0.01% | 796 |
|
|
2020
Q4 | $2.61M | Hold |
37,800
| – | – | 0.01% | 911 |
|
|
2020
Q3 | $1.85M | Hold |
37,800
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q2 | $1.95M | Hold |
37,800
| – | – | 0.01% | 981 |
|
|
2020
Q1 | $1.75M | Hold |
37,800
| – | – | 0.01% | 907 |
|
|
2019
Q4 | $2.6M | Buy |
+37,800
| New | +$2.6M | 0.01% | 938 |
|