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FourThought Financial’s UMB Financial UMBF Stock Holding History

FourThought Financial’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
Q2 		– Sell
-3,094
Closed -$285K – 1599
2021
Q1 		$285K Buy
3,094
+132
+4% +$10.9K 0.04% 294
2020
Q4 		$204K Buy
+2,962
New +$190K 0.03% 336

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's UMBF Position: Q2 2021 in Review

FourThought Financial sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 3,094 shares — an estimated $285K sold.

FourThought Financial first reported a position in UMBF in Q4 2020 and held it in 2 quarters. The position peaked at $285K in Q1 2021. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • FourThought Financial reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 3,094 UMB Financial shares in Q2 2021, an estimated $285K.
  • FourThought Financial first reported a position in UMB Financial in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's UMB Financial position peaked at $285K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.