HFM
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Harvest Fund Management’s UMB Financial UMBF Stock Holding History

Harvest Fund Management’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
Q4 		– Sell
-197
Closed -$17K – 863
2022
Q3 		$17K Hold
197
– – ﹤0.01% 572
2022
Q2 		$17K Hold
197
– – ﹤0.01% 559
2022
Q1 		$19K Hold
197
– – ﹤0.01% 581
2021
Q4 		$21K Buy
+197
New +$20.3K ﹤0.01% 607

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Harvest Fund Management's UMBF Position: Q4 2022 in Review

Harvest Fund Management sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 197 shares — an estimated $17K sold.

Harvest Fund Management first reported a position in UMBF in Q4 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

  • Harvest Fund Management reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
  • Harvest Fund Management sold 197 UMB Financial shares in Q4 2022, an estimated $17K.
  • Harvest Fund Management first reported a position in UMB Financial in Q4 2021 and held it in 4 quarters.
  • Harvest Fund Management's UMB Financial position peaked at $21K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.