Grantham, Mayo, Van Otterloo & Co (GMO)’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,274
| Closed | -$241K | – | 768 |
|
|
2021
Q4 | $241K | Sell |
2,274
-3,765
| -62% | -$399K | ﹤0.01% | 657 |
|
|
2021
Q3 | $584K | Sell |
6,039
-726
| -11% | -$70.2K | ﹤0.01% | 578 |
|
|
2021
Q2 | $630K | Sell |
6,765
-22,000
| -76% | -$2.05M | ﹤0.01% | 588 |
|
|
2021
Q1 | $2.66M | Buy |
28,765
+25,700
| +838% | +$2.37M | 0.01% | 434 |
|
|
2020
Q4 | $211K | Buy |
+3,065
| New | +$211K | ﹤0.01% | 773 |
|
|
2020
Q1 | – | Sell |
-17,000
| Closed | -$1.17M | – | 824 |
|
|
2019
Q4 | $1.17M | Sell |
17,000
-17,700
| -51% | -$1.22M | 0.01% | 491 |
|
|
2019
Q3 | $2.24M | Buy |
34,700
+27,900
| +410% | +$1.8M | 0.02% | 408 |
|
|
2019
Q2 | $448K | Buy |
+6,800
| New | +$448K | ﹤0.01% | 613 |
|