Lazard Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $125K | Sell |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $142K | Sell |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $20K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.66M | Buy |
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