Mackenzie Financial’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $465K | Buy |
|
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $228K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $5.5M | Buy |
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|
2022
Q2 | $5.36M | Buy |
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|
2022
Q1 | $5.84M | Buy |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $248K | Buy |
|