Graham 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,048
| Closed | -$338K | – | 1322 |
|
|
2024
Q2 | $338K | Buy |
+4,048
| New | +$338K | 0.01% | 667 |
|
|
2023
Q2 | – | Sell |
-22,120
| Closed | -$1.28M | – | 1303 |
|
|
2023
Q1 | $1.28M | Buy |
22,120
+18,732
| +553% | +$1.08M | 0.04% | 408 |
|
|
2022
Q4 | $283K | Sell |
3,388
-16,849
| -83% | -$1.41M | 0.01% | 904 |
|
|
2022
Q3 | $1.71M | Buy |
20,237
+6,837
| +51% | +$576K | 0.07% | 279 |
|
|
2022
Q2 | $1.15M | Buy |
13,400
+912
| +7% | +$78.5K | 0.05% | 387 |
|
|
2022
Q1 | $1.21M | Buy |
+12,488
| New | +$1.21M | 0.04% | 240 |
|