Glenmede Trust’s UMB Financial UMBF Stock Holding History

Glenmede Trust’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
2020 Q4	–	Sell	-300	Closed	-$14K	–	2216
2020 Q3	$14K	Hold	300	–	–	﹤0.01%	1760
2020 Q2	$15K	Hold	300	–	–	﹤0.01%	1715
2020 Q1	$20K	Hold	300	–	–	﹤0.01%	2104
2019 Q4	$20K	Sell	300 -350	-54%	-$23.2K	﹤0.01%	2104
2019 Q3	$41	Sell	650 -21	-3%	-$1.36K	﹤0.01%	1752
2019 Q2	$44	Hold	671	–	–	﹤0.01%	1739
2019 Q1	$42	Hold	671	–	–	﹤0.01%	1763
2018 Q4	$40	Buy	+671	New	+$43.5K	﹤0.01%	1695
2018 Q3	–	Sell	-650	Closed	-$50K	–	1831
2018 Q2	$50K	Buy	650 +242	+59%	+$18.6K	﹤0.01%	1448
2018 Q1	$28K	Hold	408	–	–	﹤0.01%	1836
2017 Q4	$28K	Sell	408 -332	-45%	-$24.4K	﹤0.01%	1836
2017 Q3	$55K	Hold	740	–	–	﹤0.01%	1617
2017 Q2	$55K	Hold	740	–	–	﹤0.01%	1562
2017 Q1	$55K	Hold	740	–	–	﹤0.01%	1562
2016 Q4	$57K	Hold	740	–	–	﹤0.01%	1573
2016 Q3	$43K	Hold	740	–	–	﹤0.01%	1666
2016 Q2	$39K	Hold	740	–	–	﹤0.01%	1659
2016 Q1	$38K	Hold	740	–	–	﹤0.01%	1611
2015 Q4	$34K	Hold	740	–	–	﹤0.01%	1697
2015 Q3	$37K	Hold	740	–	–	﹤0.01%	1689
2015 Q2	$42K	Hold	740	–	–	﹤0.01%	1692
2015 Q1	$39K	Hold	740	–	–	﹤0.01%	1760
2014 Q4	$42K	Hold	740	–	–	﹤0.01%	1807
2014 Q3	$40K	Hold	740	–	–	﹤0.01%	1768
2014 Q2	$46K	Hold	740	–	–	﹤0.01%	1646
2014 Q1	$47K	Hold	740	–	–	﹤0.01%	1663
2013 Q4	$47K	Sell	740 -6,006	-89%	-$365K	﹤0.01%	1642
2013 Q3	$366K	Buy	6,746 +6,006	+812%	+$350K	﹤0.01%	934
2013 Q2	$41K	Buy	+740	New	+$37.7K	﹤0.01%	1570

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Glenmede Trust's UMBF Position: Q4 2020 in Review

Glenmede Trust sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 300 shares — an estimated $14K sold.

Glenmede Trust first reported a position in UMBF in Q2 2013 and held it in 29 quarters. The position peaked at $366K in Q3 2013. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

Glenmede Trust reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 300 UMB Financial shares in Q4 2020, an estimated $14K.
Glenmede Trust first reported a position in UMB Financial in Q2 2013 and held it in 29 quarters.
Glenmede Trust's UMB Financial position peaked at $366K in Q3 2013.
232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.