KCM
Kornitzer Capital Management’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
2,800
| – | – | 0.01% | 473 |
|
|
2025
Q1 | $283K | Hold |
2,800
| – | – | 0.01% | 449 |
|
|
2024
Q4 | $316K | Hold |
2,800
| – | – | 0.01% | 449 |
|
|
2024
Q3 | $294K | Hold |
2,800
| – | – | 0.01% | 454 |
|
|
2024
Q2 | $234K | Hold |
2,800
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $244K | Sell |
2,800
-20
| -0.7% | -$1.74K | ﹤0.01% | 459 |
|
|
2023
Q4 | $236K | Buy |
+2,820
| New | +$236K | ﹤0.01% | 456 |
|
|
2023
Q1 | – | Sell |
-2,830
| Closed | -$236K | – | 503 |
|
|
2022
Q4 | $236K | Sell |
2,830
-200
| -7% | -$16.7K | ﹤0.01% | 490 |
|
|
2022
Q3 | $255K | Hold |
3,030
| – | – | 0.01% | 492 |
|
|
2022
Q2 | $261K | Sell |
3,030
-200
| -6% | -$17.2K | 0.01% | 494 |
|
|
2022
Q1 | $314K | Hold |
3,230
| – | – | 0.01% | 497 |
|
|
2021
Q4 | $343K | Sell |
3,230
-100
| -3% | -$10.6K | 0.01% | 504 |
|
|
2021
Q3 | $322K | Sell |
3,330
-800
| -19% | -$77.4K | ﹤0.01% | 515 |
|
|
2021
Q2 | $384K | Sell |
4,130
-1,110
| -21% | -$103K | 0.01% | 500 |
|
|
2021
Q1 | $484K | Buy |
+5,240
| New | +$484K | 0.01% | 467 |
|
|
2018
Q3 | – | Sell |
-2,630
| Closed | -$200K | – | 488 |
|
|
2018
Q2 | $200K | Buy |
+2,630
| New | +$200K | ﹤0.01% | 458 |
|
|
2017
Q1 | – | Sell |
-2,630
| Closed | -$203K | – | 483 |
|
|
2016
Q4 | $203K | Buy |
+2,630
| New | +$203K | ﹤0.01% | 457 |
|