Holocene Advisors’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 | $4.46M | Sell |
42,429
-189,964
| -82% | -$20M | 0.01% | 405 |
|
|
2025
Q1 | $23.5M | Buy |
232,393
+42,243
| +22% | +$4.27M | 0.07% | 223 |
|
|
2024
Q4 | $21.5M | Buy |
190,150
+10,931
| +6% | +$1.23M | 0.07% | 246 |
|
|
2024
Q3 | $18.8M | Buy |
+179,219
| New | +$18.8M | 0.08% | 205 |
|
|
2024
Q1 | – | Sell |
-8,108
| Closed | -$677K | – | 874 |
|
|
2023
Q4 | $677K | Buy |
+8,108
| New | +$677K | ﹤0.01% | 624 |
|
|
2020
Q1 | – | Sell |
-22,162
| Closed | -$1.52M | – | 813 |
|
|
2019
Q4 | $1.52M | Buy |
22,162
+1,039
| +5% | +$71.3K | 0.01% | 466 |
|
|
2019
Q3 | $1.36M | Buy |
21,123
+13,842
| +190% | +$894K | 0.01% | 399 |
|
|
2019
Q2 | $479K | Buy |
7,281
+1,296
| +22% | +$85.3K | 0.01% | 463 |
|
|
2019
Q1 | $383K | Sell |
5,985
-162
| -3% | -$10.4K | 0.01% | 466 |
|
|
2018
Q4 | $375K | Sell |
6,147
-10,366
| -63% | -$632K | 0.01% | 485 |
|
|
2018
Q3 | $1.17M | Buy |
16,513
+10,473
| +173% | +$743K | 0.02% | 218 |
|
|
2018
Q2 | $460K | Sell |
6,040
-1,811
| -23% | -$138K | 0.01% | 335 |
|
|
2018
Q1 | $568K | Sell |
7,851
-3,311
| -30% | -$240K | 0.01% | 199 |
|
|
2017
Q4 | $803K | Buy |
+11,162
| New | +$803K | 0.02% | 257 |
|