Investment House LLC’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,072	Closed	-$378K	–	203
2021 Q2	$378K	Sell	4,072 -600	-13%	-$55.7K	0.03%	163
2021 Q1	$431K	Sell	4,672 -874	-16%	-$80.6K	0.03%	150
2020 Q4	$383K	Sell	5,546 -1	-0%	-$69	0.03%	174
2020 Q3	$272K	Hold	5,547	–	–	0.02%	178
2020 Q2	$286K	Hold	5,547	–	–	0.03%	164
2020 Q1	$257K	Hold	5,547	–	–	0.03%	150
2019 Q4	$381K	Hold	5,547	–	–	0.04%	166
2019 Q3	$358K	Hold	5,547	–	–	0.04%	155
2019 Q2	$365K	Hold	5,547	–	–	0.04%	153
2019 Q1	$355K	Hold	5,547	–	–	0.04%	149
2018 Q4	$338K	Hold	5,547	–	–	0.04%	141
2018 Q3	$393K	Hold	5,547	–	–	0.04%	145
2018 Q2	$423K	Buy	5,547 +1,108	+25%	+$84.5K	0.05%	145
2018 Q1	$321K	Hold	4,439	–	–	0.04%	157
2017 Q4	$319K	Hold	4,439	–	–	0.04%	158
2017 Q3	$331K	Buy	4,439 +1	+0%	+$75	0.04%	154
2017 Q2	$332K	Sell	4,438 -1	-0%	-$75	0.04%	163
2017 Q1	$334K	Hold	4,439	–	–	0.05%	163
2016 Q4	$342K	Hold	4,439	–	–	0.05%	154
2016 Q3	$264K	Hold	4,439	–	–	0.04%	169
2016 Q2	$236K	Hold	4,439	–	–	0.04%	168
2016 Q1	$229K	Hold	4,439	–	–	0.04%	174
2015 Q4	$207K	Buy	4,439 +1	+0%	+$47	0.03%	161
2015 Q3	$226K	Hold	4,438	–	–	0.04%	150
2015 Q2	$253K	Hold	4,438	–	–	0.04%	149
2015 Q1	$234K	Hold	4,438	–	–	0.04%	149
2014 Q4	$253K	Sell	4,438 -1	-0%	-$57	0.04%	145
2014 Q3	$242K	Hold	4,439	–	–	0.04%	143
2014 Q2	$281K	Hold	4,439	–	–	0.05%	137
2014 Q1	$287K	Buy	4,439 +1	+0%	+$65	0.05%	132
2013 Q4	$285K	Sell	4,438 -1	-0%	-$64	0.05%	132
2013 Q3	$241K	Buy	+4,439	New	+$241K	0.05%	132