JG
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Jefferies Group’s UMB Financial UMBF Stock Holding History

Jefferies Group’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
2022
Q2 		– Sell
-6,250
Closed -$607K – 1862
2022
Q1 		$607K Sell
6,250
-56,250
-90% -$5.74M ﹤0.01% 1008
2021
Q4 		$6.63M Buy
62,500
+59,985
+2,385% +$6.19M 0.04% 384
2021
Q3 		$243K Buy
+2,515
New +$229K ﹤0.01% 1418
2021
Q2 		– Sell
-20,922
Closed -$1.93M – 2008
2021
Q1 		$1.93M Buy
+20,922
New +$1.73M 0.02% 699
2019
Q3 		– Sell
-3,259
Closed -$215K – 3078
2019
Q2 		$215K Buy
+3,259
New +$215K ﹤0.01% 2098
2016
Q1 		– Sell
-10,723
Closed -$499K – 2578
2015
Q4 		$499K Buy
+10,723
New +$541K ﹤0.01% 1543

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Jefferies Group's UMBF Position: Q2 2022 in Review

Jefferies Group sold out of UMB Financial (UMBF) in Q2 2022, closing a stake of 6,250 shares — an estimated $607K sold.

Jefferies Group first reported a position in UMBF in Q4 2015 and held it in 6 quarters. The position peaked at $6.63M in Q4 2021. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

  • Jefferies Group reported no remaining UMB Financial position as of Q2 2022 after selling out during the quarter.
  • Jefferies Group sold 6,250 UMB Financial shares in Q2 2022, an estimated $607K.
  • Jefferies Group first reported a position in UMB Financial in Q4 2015 and held it in 6 quarters.
  • Jefferies Group's UMB Financial position peaked at $6.63M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.