Los Angeles Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,025
| Closed | -$290K | – | 1296 |
|
|
2023
Q1 | $290K | Sell |
5,025
-3,861
| -43% | -$223K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $742K | Sell |
8,886
-19,241
| -68% | -$1.61M | ﹤0.01% | 788 |
|
|
2022
Q3 | $2.37M | Buy |
28,127
+23,044
| +453% | +$1.94M | 0.01% | 468 |
|
|
2022
Q2 | $438K | Buy |
+5,083
| New | +$438K | ﹤0.01% | 1012 |
|
|
2020
Q4 | – | Sell |
-6,413
| Closed | -$314K | – | 1555 |
|
|
2020
Q3 | $314K | Hold |
6,413
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $331K | Hold |
6,413
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $297K | Sell |
6,413
-1,030
| -14% | -$47.7K | ﹤0.01% | 1058 |
|
|
2019
Q4 | $511K | Hold |
7,443
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q3 | $481K | Sell |
7,443
-100
| -1% | -$6.46K | ﹤0.01% | 1000 |
|
|
2019
Q2 | $496K | Buy |
+7,543
| New | +$496K | ﹤0.01% | 1045 |
|
|
2013
Q4 | – | Sell |
-17,365
| Closed | -$944K | – | 1332 |
|
|
2013
Q3 | $944K | Buy |
17,365
+3,640
| +27% | +$198K | 0.01% | 692 |
|
|
2013
Q2 | $764K | Buy |
+13,725
| New | +$764K | 0.01% | 752 |
|