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L.J. Altfest & Co’s UMB Financial UMBF Stock Holding History

L.J. Altfest & Co’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
2019
Q4 		– Sell
-4,364
Closed -$282K – 203
2019
Q3 		$282K Buy
4,364
+63
+1% +$4.07K 0.07% 143
2019
Q2 		$283K Buy
+4,301
New +$284K 0.08% 147

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L.J. Altfest & Co's UMBF Position: Q4 2019 in Review

L.J. Altfest & Co sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 4,364 shares — an estimated $282K sold.

L.J. Altfest & Co first reported a position in UMBF in Q2 2019 and held it in 2 quarters. The position peaked at $283K in Q2 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • L.J. Altfest & Co reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,364 UMB Financial shares in Q4 2019, an estimated $282K.
  • L.J. Altfest & Co first reported a position in UMB Financial in Q2 2019 and held it in 2 quarters.
  • L.J. Altfest & Co's UMB Financial position peaked at $283K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on L.J. Altfest & Co's 13F filing for Q4 2019, filed 6 Jan 2020.