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UMBF icon

Ergoteles’s UMB Financial UMBF Stock Holding History

Ergoteles’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
-80,769
Closed -$4.66M – 1542
2023
Q1 		$4.66M Buy
80,769
+43,722
+118% +$3.55M 0.18% 100
2022
Q4 		$3.09M Buy
+37,047
New +$3.11M 0.11% 184
2022
Q3 		– Sell
-8,523
Closed -$734K – 2000
2022
Q2 		$734K Buy
8,523
+3,128
+58% +$284K 0.02% 675
2022
Q1 		$524K Sell
5,395
-129,244
-96% -$13.2M 0.02% 643
2021
Q4 		$14.3M Buy
134,639
+105,419
+361% +$10.9M 0.56% 34
2021
Q3 		$2.83M Buy
+29,220
New +$2.67M 0.1% 215
2021
Q1 		– Sell
-11,126
Closed -$768K – 1074
2020
Q4 		$768K Buy
+11,126
New +$713K 0.03% 377

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

Ergoteles's UMBF Position: Q2 2023 in Review

Ergoteles sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 80,769 shares — an estimated $4.66M sold.

Ergoteles first reported a position in UMBF in Q4 2020 and held it in 7 quarters. The position peaked at $14.3M in Q4 2021. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Ergoteles reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 80,769 UMB Financial shares in Q2 2023, an estimated $4.66M.
  • Ergoteles first reported a position in UMB Financial in Q4 2020 and held it in 7 quarters.
  • Ergoteles's UMB Financial position peaked at $14.3M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.