Macquarie Group’s UMB Financial UMBF Stock Holding History

Macquarie Group’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
2022 Q4	–	Sell	-492	Closed	-$113K	–	2127
2022 Q3	$113K	Sell	492 -853	-63%	-$77.2K	﹤0.01%	1734
2022 Q2	$116K	Hold	1,345	–	–	﹤0.01%	1832
2022 Q1	$131	Hold	1,345	–	–	﹤0.01%	1887
2021 Q4	$143K	Sell	1,345 -231	-15%	-$23.8K	﹤0.01%	1841
2021 Q3	$152K	Hold	1,576	–	–	﹤0.01%	1856
2021 Q2	$147K	Hold	1,576	–	–	﹤0.01%	1860
2021 Q1	$146K	Sell	1,576 -514	-25%	-$42.5K	﹤0.01%	1800
2020 Q4	$144K	Hold	2,090	–	–	﹤0.01%	1781
2020 Q3	$102K	Hold	2,090	–	–	﹤0.01%	1780
2020 Q2	$108K	Sell	2,090 -610	-23%	-$29.9K	﹤0.01%	1726
2020 Q1	$125K	Hold	2,700	–	–	﹤0.01%	1570
2019 Q4	$185K	Hold	2,700	–	–	﹤0.01%	1632
2019 Q3	$174K	Sell	2,700 -1,300	-33%	-$84K	﹤0.01%	1617
2019 Q2	$263K	Buy	+4,000	New	+$264K	﹤0.01%	1523

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Macquarie Group's UMBF Position: Q4 2022 in Review

Macquarie Group sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 492 shares — an estimated $113K sold.

Macquarie Group first reported a position in UMBF in Q2 2019 and held it in 14 quarters. The position peaked at $263K in Q2 2019. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

Macquarie Group reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
Macquarie Group sold 492 UMB Financial shares in Q4 2022, an estimated $113K.
Macquarie Group first reported a position in UMB Financial in Q2 2019 and held it in 14 quarters.
Macquarie Group's UMB Financial position peaked at $263K in Q2 2019.
265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Macquarie Group's 13F filing for Q4 2022, filed 21 Feb 2023.