First Midwest Bank Trust Division’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $758K | Hold |
7,141
| – | – | 0.1% | 201 |
|
|
2021
Q3 | $691K | Sell |
7,141
-1,650
| -19% | -$160K | 0.1% | 206 |
|
|
2021
Q2 | $818K | Sell |
8,791
-446
| -5% | -$41.5K | 0.11% | 198 |
|
|
2021
Q1 | $853K | Sell |
9,237
-857
| -8% | -$79.1K | 0.12% | 181 |
|
|
2020
Q4 | $696K | Sell |
10,094
-3,068
| -23% | -$212K | 0.1% | 198 |
|
|
2020
Q3 | $645K | Sell |
13,162
-1,781
| -12% | -$87.3K | 0.1% | 204 |
|
|
2020
Q2 | $770K | Buy |
14,943
+5,606
| +60% | +$289K | 0.13% | 177 |
|
|
2020
Q1 | $433K | Buy |
9,337
+2,784
| +42% | +$129K | 0.08% | 236 |
|
|
2019
Q4 | $450K | Sell |
6,553
-2,292
| -26% | -$157K | 0.06% | 268 |
|
|
2019
Q3 | $571K | Hold |
8,845
| – | – | 0.08% | 241 |
|
|
2019
Q2 | $582K | Sell |
8,845
-176
| -2% | -$11.6K | 0.08% | 253 |
|
|
2019
Q1 | $578K | Buy |
9,021
+36
| +0.4% | +$2.31K | 0.08% | 252 |
|
|
2018
Q4 | $548K | Sell |
8,985
-655
| -7% | -$39.9K | 0.08% | 237 |
|
|
2018
Q3 | $683K | Buy |
9,640
+64
| +0.7% | +$4.53K | 0.09% | 226 |
|
|
2018
Q2 | $730K | Buy |
9,576
+1,115
| +13% | +$85K | 0.1% | 218 |
|
|
2018
Q1 | $612K | Sell |
8,461
-7,679
| -48% | -$555K | 0.08% | 239 |
|
|
2017
Q4 | $1.16M | Buy |
16,140
+13
| +0.1% | +$935 | 0.14% | 180 |
|
|
2017
Q3 | $1.2M | Buy |
16,127
+848
| +6% | +$63.2K | 0.15% | 177 |
|
|
2017
Q2 | $1.14M | Buy |
15,279
+489
| +3% | +$36.6K | 0.14% | 200 |
|
|
2017
Q1 | $1.11M | Buy |
14,790
+5,207
| +54% | +$392K | 0.14% | 206 |
|
|
2016
Q4 | $739K | Sell |
9,583
-180
| -2% | -$13.9K | 0.09% | 254 |
|
|
2016
Q3 | $580K | Hold |
9,763
| – | – | 0.07% | 286 |
|
|
2016
Q2 | $519K | Buy |
9,763
+3,120
| +47% | +$166K | 0.06% | 296 |
|
|
2016
Q1 | $343K | Sell |
6,643
-20
| -0.3% | -$1.03K | 0.04% | 306 |
|
|
2015
Q4 | $310K | Buy |
6,663
+414
| +7% | +$19.3K | 0.05% | 287 |
|
|
2015
Q3 | $318K | Buy |
6,249
+420
| +7% | +$21.4K | 0.06% | 289 |
|
|
2015
Q2 | $332K | Hold |
5,829
| – | – | 0.05% | 310 |
|
|
2015
Q1 | $308K | Buy |
5,829
+60
| +1% | +$3.17K | 0.05% | 326 |
|
|
2014
Q4 | $328K | Sell |
5,769
-330
| -5% | -$18.8K | 0.05% | 317 |
|
|
2014
Q3 | $333K | Buy |
6,099
+140
| +2% | +$7.64K | 0.05% | 314 |
|
|
2014
Q2 | $378K | Buy |
5,959
+210
| +4% | +$13.3K | 0.06% | 304 |
|
|
2014
Q1 | $372K | Buy |
5,749
+30
| +0.5% | +$1.94K | 0.06% | 293 |
|
|
2013
Q4 | $368K | Buy |
5,719
+110
| +2% | +$7.08K | 0.06% | 265 |
|
|
2013
Q3 | $305K | Hold |
5,609
| – | – | 0.06% | 274 |
|
|
2013
Q2 | $312K | Buy |
+5,609
| New | +$312K | 0.06% | 244 |
|