Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s UMB Financial UMBF Stock Holding History

Kayne Anderson Rudnick Investment 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
Q2 		– Sell
-58
Closed -$3K – 630
2020
Q1 		$3K Hold
58
– – ﹤0.01% 506
2019
Q4 		$4K Hold
58
– – ﹤0.01% 497
2019
Q3 		$4K Hold
58
– – ﹤0.01% 454
2019
Q2 		$4K Buy
+58
New +$3.83K ﹤0.01% 453

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's UMBF Position: Q2 2020 in Review

Kayne Anderson Rudnick Investment Management sold out of UMB Financial (UMBF) in Q2 2020, closing a stake of 58 shares — an estimated $3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in UMBF in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2020.

  • Kayne Anderson Rudnick Investment Management reported no remaining UMB Financial position as of Q2 2020 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 58 UMB Financial shares in Q2 2020, an estimated $3K.
  • Kayne Anderson Rudnick Investment Management first reported a position in UMB Financial in Q2 2019 and held it in 4 quarters.
  • Kayne Anderson Rudnick Investment Management's UMB Financial position peaked at $4K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2020.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.