Enterprise Financial Services Corp (EFSC)’s UMB Financial UMBF Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-37	Closed	-$3K	–	1170
2021 Q2	$3K	Hold	37	–	–	﹤0.01%	1081
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	1089
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	1034
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	1112
2020 Q2	$2K	Buy	37 +20	+118%	+$980	﹤0.01%	1111
2020 Q1	$1K	Buy	+17	New	+$1.03K	﹤0.01%	1225
2016 Q1	–	Sell	-292	Closed	-$14K	–	1137
2015 Q4	$14K	Hold	292	–	–	0.01%	487
2015 Q3	$15K	Hold	292	–	–	0.01%	458
2015 Q2	$17K	Hold	292	–	–	0.01%	449
2015 Q1	$15K	Hold	292	–	–	0.01%	494
2014 Q4	$17K	Sell	292 -308	-51%	-$17.4K	0.01%	482
2014 Q3	$33K	Hold	600	–	–	0.02%	325
2014 Q2	$38K	Hold	600	–	–	0.02%	317
2014 Q1	$39K	Hold	600	–	–	0.02%	295
2013 Q4	$39K	Hold	600	–	–	0.02%	288
2013 Q3	$33K	Hold	600	–	–	0.02%	292
2013 Q2	$33K	Buy	+600	New	+$30.6K	0.02%	251

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UMBF Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of UMB Financial (UMBF) in Q3 2021, closing a stake of 37 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UMBF in Q2 2013 and held it in 17 quarters. The position peaked at $39K in Q1 2014. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining UMB Financial position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 37 UMB Financial shares in Q3 2021, an estimated $3K.
Enterprise Financial Services Corp (EFSC) first reported a position in UMB Financial in Q2 2013 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s UMB Financial position peaked at $39K in Q1 2014.
240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.