LTI
UMBF icon

Laffer Tengler Investments’s UMB Financial UMBF Stock Holding History

Laffer Tengler Investments’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
2023
Q3 		– Sell
-2,523
Closed -$154K – 397
2023
Q2 		$154K Buy
2,523
+6
+0.2% +$358 0.04% 222
2023
Q1 		$145K Sell
2,517
-36
-1% -$2.93K 0.04% 224
2022
Q4 		$213K Buy
+2,553
New +$215K 0.06% 195

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laffer Tengler Investments's UMBF Position: Q3 2023 in Review

Laffer Tengler Investments sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 2,523 shares — an estimated $154K sold.

Laffer Tengler Investments first reported a position in UMBF in Q4 2022 and held it in 3 quarters. The position peaked at $213K in Q4 2022. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

  • Laffer Tengler Investments reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,523 UMB Financial shares in Q3 2023, an estimated $154K.
  • Laffer Tengler Investments first reported a position in UMB Financial in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's UMB Financial position peaked at $213K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.