Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s UMB Financial UMBF Stock Holding History

Hotchkis & Wiley Capital 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
2020
Q4 		– Sell
-51,900
Closed -$2.54M – 508
2020
Q3 		$2.54M Sell
51,900
-4,830
-9% -$244K 0.01% 326
2020
Q2 		$2.92M Buy
56,730
+2,000
+4% +$98K 0.01% 319
2020
Q1 		$2.54M Buy
54,730
+2,800
+5% +$170K 0.01% 311
2019
Q4 		$3.56M Buy
51,930
+29,960
+136% +$1.99M 0.01% 361
2019
Q3 		$1.42M Buy
21,970
+320
+1% +$20.7K 0.01% 433
2019
Q2 		$1.43M Buy
+21,650
New +$1.43M 0.01% 421

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CIP
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Dimensional Fund Advisors
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Northern Trust
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American Century Companies
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Hotchkis & Wiley Capital Management's UMBF Position: Q4 2020 in Review

Hotchkis & Wiley Capital Management sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 51,900 shares — an estimated $2.54M sold.

Hotchkis & Wiley Capital Management first reported a position in UMBF in Q2 2019 and held it in 6 quarters. The position peaked at $3.56M in Q4 2019. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Hotchkis & Wiley Capital Management reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 51,900 UMB Financial shares in Q4 2020, an estimated $2.54M.
  • Hotchkis & Wiley Capital Management first reported a position in UMB Financial in Q2 2019 and held it in 6 quarters.
  • Hotchkis & Wiley Capital Management's UMB Financial position peaked at $3.56M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.