Ergoteles’s UMB Financial UMBF Stock Holding History

Ergoteles’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$4.66M	Buy
2022 Q4	$3.09M	Buy
2022 Q3	–	Sell
2022 Q2	$734K	Buy
2022 Q1	$524K	Sell
2021 Q4	$14.3M	Buy
2021 Q3	$2.83M	Buy
2021 Q1	–	Sell
2020 Q4	$768K	Buy