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LS Investment Advisors’s UMB Financial UMBF Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-2,270
Closed -$117K – 1425
2020
Q2 		$117K Buy
2,270
+75
+3% +$3.68K 0.01% 937
2020
Q1 		$102K Hold
2,195
– – 0.01% 892
2019
Q4 		$151K Sell
2,195
-1,462
-40% -$97K 0.01% 931
2019
Q3 		$236K Buy
3,657
+62
+2% +$4.01K 0.01% 715
2019
Q2 		$237K Sell
3,595
-221
-6% -$14.6K 0.01% 705
2019
Q1 		$244K Buy
3,816
+6
+0.2% +$397 0.02% 710
2018
Q4 		$232K Buy
3,810
+1,346
+55% +$87.3K 0.02% 683
2018
Q3 		$175K Sell
2,464
-55
-2% -$4.13K 0.01% 903
2018
Q2 		$192K Hold
2,519
– – 0.01% 889
2018
Q1 		$182K Sell
2,519
-358
-12% -$26.8K 0.01% 899
2017
Q4 		$207K Sell
2,877
-419
-13% -$30.8K 0.01% 875
2017
Q3 		$246K Sell
3,296
-137
-4% -$9.59K 0.01% 846
2017
Q2 		$257K Buy
3,433
+505
+17% +$37K 0.02% 805
2017
Q1 		$221K Sell
2,928
-53
-2% -$4.05K 0.01% 806
2016
Q4 		$230K Buy
2,981
+1,406
+89% +$97.7K 0.02% 747
2016
Q3 		$94K Buy
1,575
+58
+4% +$3.32K 0.01% 1023
2016
Q2 		$81K Buy
1,517
+76
+5% +$4.13K 0.01% 1052
2016
Q1 		$74K Buy
1,441
+82
+6% +$3.94K 0.01% 997
2015
Q4 		$63K Hold
1,359
– – ﹤0.01% 1048
2015
Q3 		$69K Buy
1,359
+79
+6% +$4.17K 0.01% 1006
2015
Q2 		$73K Buy
+1,280
New +$68.8K 0.01% 1011

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LS Investment Advisors's UMBF Position: Q3 2020 in Review

LS Investment Advisors sold out of UMB Financial (UMBF) in Q3 2020, closing a stake of 2,270 shares — an estimated $117K sold.

LS Investment Advisors first reported a position in UMBF in Q2 2015 and held it in 21 quarters. The position peaked at $257K in Q2 2017. 216 funds tracked by Wall St. Rank hold UMBF as of Q3 2020.

  • LS Investment Advisors reported no remaining UMB Financial position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,270 UMB Financial shares in Q3 2020, an estimated $117K.
  • LS Investment Advisors first reported a position in UMB Financial in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's UMB Financial position peaked at $257K in Q2 2017.
  • 216 funds tracked by Wall St. Rank held UMB Financial as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.