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UMBF icon

Heartland Advisors’s UMB Financial UMBF Stock Holding History

Heartland Advisors’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
2021
Q2 		– Sell
-25,000
Closed -$2.31M – 229
2021
Q1 		$2.31M Sell
25,000
-181,376
-88% -$15M 0.15% 190
2020
Q4 		$14.2M Sell
206,376
-58,454
-22% -$3.75M 1.02% 17
2020
Q3 		$13M Sell
264,830
-17,226
-6% -$870K 1.13% 11
2020
Q2 		$14.5M Sell
282,056
-5,737
-2% -$281K 1.29% 5
2020
Q1 		$13.3M Buy
287,793
+27,216
+10% +$1.66M 1.43% 4
2019
Q4 		$17.9M Buy
260,577
+50,130
+24% +$3.33M 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

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heartland Advisors's UMBF Position: Q2 2021 in Review

Heartland Advisors sold out of UMB Financial (UMBF) in Q2 2021, closing a stake of 25,000 shares — an estimated $2.31M sold.

Heartland Advisors first reported a position in UMBF in Q2 2019 and held it in 8 quarters. The position peaked at $17.9M in Q4 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • Heartland Advisors reported no remaining UMB Financial position as of Q2 2021 after selling out during the quarter.
  • Heartland Advisors sold 25,000 UMB Financial shares in Q2 2021, an estimated $2.31M.
  • Heartland Advisors first reported a position in UMB Financial in Q2 2019 and held it in 8 quarters.
  • Heartland Advisors's UMB Financial position peaked at $17.9M in Q4 2019.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on Heartland Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.