Lord, Abbett & Co
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Lord, Abbett & Co’s UMB Financial UMBF Stock Holding History

Lord, Abbett & Co’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
2015
Q1 		– Sell
-259,900
Closed -$14.8M – 953
2014
Q4 		$14.8M Sell
259,900
-184,900
-42% -$10.4M 0.04% 534
2014
Q3 		$24.3M Sell
444,800
-64,600
-13% -$3.73M 0.06% 430
2014
Q2 		$32.3M Sell
509,400
-133,800
-21% -$7.98M 0.07% 396
2014
Q1 		$41.6M Sell
643,200
-83,500
-11% -$5.22M 0.09% 327
2013
Q4 		$46.7M Buy
726,700
+242,291
+50% +$14.7M 0.1% 282
2013
Q3 		$26.3M Buy
484,409
+231,851
+92% +$13.5M 0.06% 447
2013
Q2 		$14.1M Buy
+252,558
New +$12.9M 0.03% 568

Other funds holding UMBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lord, Abbett & Co's UMBF Position: Q1 2015 in Review

Lord, Abbett & Co sold out of UMB Financial (UMBF) in Q1 2015, closing a stake of 259,900 shares — an estimated $14.8M sold.

Lord, Abbett & Co first reported a position in UMBF in Q2 2013 and held it in 7 quarters. The position peaked at $46.7M in Q4 2013. 171 funds tracked by Wall St. Rank hold UMBF as of Q1 2015.

  • Lord, Abbett & Co reported no remaining UMB Financial position as of Q1 2015 after selling out during the quarter.
  • Lord, Abbett & Co sold 259,900 UMB Financial shares in Q1 2015, an estimated $14.8M.
  • Lord, Abbett & Co first reported a position in UMB Financial in Q2 2013 and held it in 7 quarters.
  • Lord, Abbett & Co's UMB Financial position peaked at $46.7M in Q4 2013.
  • 171 funds tracked by Wall St. Rank held UMB Financial as of Q1 2015.

Based on Lord, Abbett & Co's 13F filing for Q1 2015, filed 15 May 2015.