Loomis, Sayles & Company’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-417,146
| Closed | -$26.7M | – | 740 |
|
2019
Q1 | $26.7M | Buy |
417,146
+11,614
| +3% | +$744K | 0.05% | 154 |
|
2018
Q4 | $24.7M | Buy |
405,532
+27,054
| +7% | +$1.65M | 0.06% | 145 |
|
2018
Q3 | $26.8M | Sell |
378,478
-1,898
| -0.5% | -$135K | 0.05% | 173 |
|
2018
Q2 | $29M | Buy |
380,376
+48,291
| +15% | +$3.68M | 0.06% | 160 |
|
2018
Q1 | $24M | Buy |
332,085
+5,801
| +2% | +$420K | 0.05% | 197 |
|
2017
Q4 | $23.5M | Buy |
326,284
+123,672
| +61% | +$8.89M | 0.05% | 231 |
|
2017
Q3 | $15.1M | Buy |
202,612
+57,157
| +39% | +$4.26M | 0.03% | 337 |
|
2017
Q2 | $10.9M | Buy |
+145,455
| New | +$10.9M | 0.03% | 404 |
|