Loomis, Sayles & Company
UMBF icon

Loomis, Sayles & Company’s UMB Financial UMBF Stock Holding History

Loomis, Sayles & Company’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
2019
Q2 		– Sell
-417,146
Closed -$26.7M – 740
2019
Q1 		$26.7M Buy
417,146
+11,614
+3% +$768K 0.05% 154
2018
Q4 		$24.7M Buy
405,532
+27,054
+7% +$1.75M 0.06% 145
2018
Q3 		$26.8M Sell
378,478
-1,898
-0.5% -$143K 0.05% 173
2018
Q2 		$29M Buy
380,376
+48,291
+15% +$3.71M 0.06% 160
2018
Q1 		$24M Buy
332,085
+5,801
+2% +$435K 0.05% 197
2017
Q4 		$23.5M Buy
326,284
+123,672
+61% +$9.08M 0.05% 233
2017
Q3 		$15.1M Buy
202,612
+57,157
+39% +$4M 0.03% 342
2017
Q2 		$10.9M Buy
+145,455
New +$10.6M 0.03% 405

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company's UMBF Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 417,146 shares — an estimated $26.7M sold.

Loomis, Sayles & Company first reported a position in UMBF in Q2 2017 and held it in 8 quarters. The position peaked at $29M in Q2 2018. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 417,146 UMB Financial shares in Q2 2019, an estimated $26.7M.
  • Loomis, Sayles & Company first reported a position in UMB Financial in Q2 2017 and held it in 8 quarters.
  • Loomis, Sayles & Company's UMB Financial position peaked at $29M in Q2 2018.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.