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Lloyd Advisory Services’s UMB Financial UMBF Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-15
Closed -$1K – 526
2022
Q1 		$1K Buy
+15
New +$1.53K ﹤0.01% 585

Other funds holding UMBF

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lloyd Advisory Services's UMBF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of UMB Financial (UMBF) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in UMBF in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

  • Lloyd Advisory Services reported no remaining UMB Financial position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 15 UMB Financial shares in Q2 2022, an estimated $1K.
  • Lloyd Advisory Services first reported a position in UMB Financial in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's UMB Financial position peaked at $1K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.