Fox Run 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 | – | Sell |
-4,759
| Closed | -$481K | – | 1253 |
|
|
2025
Q1 | $481K | Buy |
+4,759
| New | +$481K | 0.07% | 514 |
|
|
2023
Q4 | – | Sell |
-3,900
| Closed | -$242K | – | 1032 |
|
|
2023
Q3 | $242K | Buy |
+3,900
| New | +$242K | 0.07% | 512 |
|
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$324K | – | 936 |
|
|
2017
Q4 | $324K | Buy |
4,500
+500
| +13% | +$36K | 0.09% | 433 |
|
|
2017
Q3 | $298K | Buy |
+4,000
| New | +$298K | 0.08% | 489 |
|