Investment House LLC’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,072
| Closed | -$378K | – | 203 |
|
|
2021
Q2 | $378K | Sell |
4,072
-600
| -13% | -$57K | 0.03% | 163 |
|
|
2021
Q1 | $431K | Sell |
4,672
-874
| -16% | -$72.2K | 0.03% | 150 |
|
|
2020
Q4 | $383K | Sell |
5,546
-1
| -0% | -$64 | 0.03% | 175 |
|
|
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% | 169 |
|
|
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% | 151 |
|
|
2018
Q4 | $338K | Hold |
5,547
| – | – | 0.04% | 143 |
|
|
2018
Q3 | $393K | Hold |
5,547
| – | – | 0.04% | 147 |
|
|
2018
Q2 | $423K | Buy |
5,547
+1,108
| +25% | +$85.2K | 0.05% | 145 |
|
|
2018
Q1 | $321K | Hold |
4,439
| – | – | 0.04% | 159 |
|
|
2017
Q4 | $319K | Hold |
4,439
| – | – | 0.04% | 158 |
|
|
2017
Q3 | $331K | Buy |
4,439
+1
| +0% | +$70 | 0.04% | 155 |
|
|
2017
Q2 | $332K | Sell |
4,438
-1
| -0% | -$73 | 0.04% | 165 |
|
|
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% | +$50 | 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% | -$56 | 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% | +$62 | 0.05% | 132 |
|
|
2013
Q4 | $285K | Sell |
4,438
-1
| -0% | -$61 | 0.05% | 132 |
|
|
2013
Q3 | $241K | Buy |
+4,439
| New | +$259K | 0.05% | 132 |
|
Other funds holding UMBF
UB
CIP
Investment House LLC's UMBF Position: Q3 2021 in Review
Investment House LLC sold out of UMB Financial (UMBF) in Q3 2021, closing a stake of 4,072 shares — an estimated $378K sold.
Investment House LLC first reported a position in UMBF in Q3 2013 and held it in 32 quarters. The position peaked at $431K in Q1 2021. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.
- Investment House LLC reported no remaining UMB Financial position as of Q3 2021 after selling out during the quarter.
- Investment House LLC sold 4,072 UMB Financial shares in Q3 2021, an estimated $378K.
- Investment House LLC first reported a position in UMB Financial in Q3 2013 and held it in 32 quarters.
- Investment House LLC's UMB Financial position peaked at $431K in Q1 2021.
- 240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.
Based on Investment House LLC's 13F filing for Q3 2021, filed 12 Nov 2021.