Evergreen Capital Management’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 | $425K | Sell |
4,029
-461
| -10% | -$48.7K | 0.01% | 631 |
|
|
2025
Q1 | $456K | Buy |
+4,490
| New | +$456K | 0.02% | 547 |
|
|
2018
Q4 | – | Sell |
-3,005
| Closed | -$213K | – | 413 |
|
|
2018
Q3 | $213K | Hold |
3,005
| – | – | 0.02% | 350 |
|
|
2018
Q2 | $229K | Hold |
3,005
| – | – | 0.02% | 318 |
|
|
2018
Q1 | $218K | Buy |
+3,005
| New | +$218K | 0.02% | 326 |
|