Heartland Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25,000
| Closed | -$2.31M | – | 229 |
|
|
2021
Q1 | $2.31M | Sell |
25,000
-181,376
| -88% | -$16.7M | 0.15% | 190 |
|
|
2020
Q4 | $14.2M | Sell |
206,376
-58,454
| -22% | -$4.03M | 1.02% | 17 |
|
|
2020
Q3 | $13M | Sell |
264,830
-17,226
| -6% | -$844K | 1.13% | 11 |
|
|
2020
Q2 | $14.5M | Sell |
282,056
-5,737
| -2% | -$296K | 1.29% | 5 |
|
|
2020
Q1 | $13.3M | Buy |
287,793
+27,216
| +10% | +$1.26M | 1.43% | 4 |
|
|
2019
Q4 | $17.9M | Buy |
260,577
+50,130
| +24% | +$3.44M | 1.32% | 9 |
|
|
2019
Q3 | $13.6M | Buy |
210,447
+5,754
| +3% | +$372K | 1.04% | 18 |
|
|
2019
Q2 | $13.5M | Buy |
+204,693
| New | +$13.5M | 0.99% | 20 |
|