Handelsbanken Fonder’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 | $1.55M | Hold |
14,690
| – | – | 0.01% | 757 |
|
|
2025
Q1 | $1.49M | Buy |
14,690
+3,760
| +34% | +$380K | 0.01% | 767 |
|
|
2024
Q4 | $1.23M | Buy |
10,930
+1,900
| +21% | +$215K | ﹤0.01% | 871 |
|
|
2024
Q3 | $949K | Hold |
9,030
| – | – | ﹤0.01% | 969 |
|
|
2024
Q2 | $753K | Sell |
9,030
-900
| -9% | -$75.1K | ﹤0.01% | 967 |
|
|
2024
Q1 | $864K | Hold |
9,930
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $830K | Sell |
9,930
-1,000
| -9% | -$83.6K | ﹤0.01% | 880 |
|
|
2023
Q3 | $678K | Hold |
10,930
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $666K | Sell |
10,930
-500
| -4% | -$30.5K | ﹤0.01% | 923 |
|
|
2023
Q1 | $660K | Buy |
11,430
+5,000
| +78% | +$289K | ﹤0.01% | 872 |
|
|
2022
Q4 | $537K | Hold |
6,430
| – | – | ﹤0.01% | 927 |
|
|
2022
Q3 | $542K | Hold |
6,430
| – | – | ﹤0.01% | 913 |
|
|
2022
Q2 | $554K | Hold |
6,430
| – | – | ﹤0.01% | 965 |
|
|
2022
Q1 | $625K | Sell |
6,430
-2,800
| -30% | -$272K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $979K | Hold |
9,230
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $893K | Hold |
9,230
| – | – | ﹤0.01% | 967 |
|
|
2021
Q2 | $859K | Hold |
9,230
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q1 | $852K | Hold |
9,230
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $637K | Hold |
9,230
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q3 | $452K | Buy |
9,230
+2,300
| +33% | +$113K | ﹤0.01% | 1040 |
|
|
2020
Q2 | $357K | Buy |
+6,930
| New | +$357K | ﹤0.01% | 1126 |
|