Liberty Mutual Group Asset Management’s UMB Financial UMBF Stock Holding History

Liberty Mutual Group Asset Management’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
2018 Q4	–	Sell	-8,772	Closed	-$622K	–	744
2018 Q3	$622K	Hold	8,772	–	–	0.01%	643
2018 Q2	$669K	Buy	8,772 +129	+1%	+$9.91K	0.02%	599
2018 Q1	$626K	Sell	8,643 -2,529	-23%	-$189K	0.02%	610
2017 Q4	$803K	Sell	11,172 -303	-3%	-$22.3K	0.02%	572
2017 Q3	$855K	Sell	11,475 -6,000	-34%	-$420K	0.05%	527
2017 Q2	$1.31M	Sell	17,475 -2,507	-13%	-$183K	0.05%	503
2017 Q1	$1.5M	Sell	19,982 -76	-0.4%	-$5.82K	0.06%	473
2016 Q4	$1.55M	Buy	+20,058	New	+$1.39M	0.06%	479

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Mutual Group Asset Management's UMBF Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 8,772 shares — an estimated $622K sold.

Liberty Mutual Group Asset Management first reported a position in UMBF in Q4 2016 and held it in 8 quarters. The position peaked at $1.55M in Q4 2016. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

Liberty Mutual Group Asset Management reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 8,772 UMB Financial shares in Q4 2018, an estimated $622K.
Liberty Mutual Group Asset Management first reported a position in UMB Financial in Q4 2016 and held it in 8 quarters.
Liberty Mutual Group Asset Management's UMB Financial position peaked at $1.55M in Q4 2016.
224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.