Mackenzie Financial’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,869
| Closed | -$324K | – | 1797 |
|
|
2024
Q4 | $324K | Hold |
2,869
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q3 | $302K | Sell |
2,869
-2,706
| -49% | -$284K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $465K | Buy |
5,575
+2,846
| +104% | +$237K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $237K | Hold |
2,729
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q4 | $228K | Buy |
+2,729
| New | +$228K | ﹤0.01% | 1271 |
|
|
2023
Q1 | – | Sell |
-2,977
| Closed | -$249K | – | 1614 |
|
|
2022
Q4 | $249K | Sell |
2,977
-62,261
| -95% | -$5.2M | ﹤0.01% | 1149 |
|
|
2022
Q3 | $5.5M | Buy |
65,238
+3,048
| +5% | +$257K | 0.01% | 514 |
|
|
2022
Q2 | $5.36M | Buy |
62,190
+2,120
| +4% | +$183K | 0.01% | 529 |
|
|
2022
Q1 | $5.84M | Buy |
60,070
+57,720
| +2,456% | +$5.61M | 0.01% | 548 |
|
|
2021
Q4 | $249K | Sell |
2,350
-215
| -8% | -$22.8K | ﹤0.01% | 1234 |
|
|
2021
Q3 | $248K | Buy |
+2,565
| New | +$248K | ﹤0.01% | 1218 |
|