Grantham, Mayo, Van Otterloo & Co (GMO)’s UMB Financial UMBF Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2022 Q1	–	Sell	-2,274	Closed	-$241K	–	768
2021 Q4	$241K	Sell	2,274 -3,765	-62%	-$388K	﹤0.01%	657
2021 Q3	$584K	Sell	6,039 -726	-11%	-$66.2K	﹤0.01%	580
2021 Q2	$630K	Sell	6,765 -22,000	-76%	-$2.09M	﹤0.01%	590
2021 Q1	$2.66M	Buy	28,765 +25,700	+838%	+$2.12M	0.01%	434
2020 Q4	$211K	Buy	+3,065	New	+$197K	﹤0.01%	775
2020 Q1	–	Sell	-17,000	Closed	-$1.17M	–	828
2019 Q4	$1.17M	Sell	17,000 -17,700	-51%	-$1.17M	0.01%	497
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%	615

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

CIP

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s UMBF Position: Q1 2022 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of UMB Financial (UMBF) in Q1 2022, closing a stake of 2,274 shares — an estimated $241K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UMBF in Q2 2019 and held it in 8 quarters. The position peaked at $2.66M in Q1 2021. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining UMB Financial position as of Q1 2022 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,274 UMB Financial shares in Q1 2022, an estimated $241K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UMB Financial in Q2 2019 and held it in 8 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s UMB Financial position peaked at $2.66M in Q1 2021.
253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2022, filed 13 May 2022.