Lazard Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,201
-41
| -3% | -$4.3K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $125K | Sell |
1,242
-156
| -11% | -$15.7K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $157K | Buy |
1,398
+42
| +3% | +$4.72K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $142K | Sell |
1,356
-6,002
| -82% | -$629K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $613K | Buy |
7,358
+2,590
| +54% | +$216K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $414K | Buy |
4,768
+2,985
| +167% | +$259K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $148K | Buy |
+1,783
| New | +$148K | ﹤0.01% | 1504 |
|
|
2023
Q2 | – | Sell |
-355
| Closed | -$20K | – | 2560 |
|
|
2023
Q1 | $20K | Buy |
+355
| New | +$20K | ﹤0.01% | 2059 |
|
|
2022
Q4 | – | Sell |
-304
| Closed | -$25K | – | 2580 |
|
|
2022
Q3 | $25K | Hold |
304
| – | – | ﹤0.01% | 2034 |
|
|
2022
Q2 | $26K | Buy |
+304
| New | +$26K | ﹤0.01% | 2065 |
|
|
2022
Q1 | – | Sell |
-515
| Closed | -$54K | – | 2547 |
|
|
2021
Q4 | $54K | Buy |
515
+236
| +85% | +$24.7K | ﹤0.01% | 1707 |
|
|
2021
Q3 | $26K | Sell |
279
-29
| -9% | -$2.7K | ﹤0.01% | 1955 |
|
|
2021
Q2 | $28K | Hold |
308
| – | – | ﹤0.01% | 1797 |
|
|
2021
Q1 | $28K | Buy |
+308
| New | +$28K | ﹤0.01% | 1674 |
|
|
2018
Q2 | – | Sell |
-22,962
| Closed | -$1.66M | – | 1119 |
|
|
2018
Q1 | $1.66M | Buy |
+22,962
| New | +$1.66M | ﹤0.01% | 659 |
|