Man Group’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 |
-11,268
| Closed | -$1.27M | – | 2128 |
|
|
2024
Q4 | $1.27M | Sell |
11,268
-15,732
| -58% | -$1.78M | ﹤0.01% | 1291 |
|
|
2024
Q3 | $2.84M | Sell |
27,000
-41,884
| -61% | -$4.4M | 0.01% | 1090 |
|
|
2024
Q2 | $5.75M | Buy |
68,884
+16,147
| +31% | +$1.35M | 0.01% | 874 |
|
|
2024
Q1 | $4.59M | Sell |
52,737
-33,181
| -39% | -$2.89M | 0.01% | 952 |
|
|
2023
Q4 | $7.18M | Buy |
+85,918
| New | +$7.18M | 0.02% | 769 |
|
|
2023
Q3 | – | Sell |
-110,477
| Closed | -$6.73M | – | 770 |
|
|
2023
Q2 | $6.73M | Buy |
+110,477
| New | +$6.73M | 0.02% | 755 |
|
|
2023
Q1 | – | Sell |
-124,862
| Closed | -$10.4M | – | 683 |
|
|
2022
Q4 | $10.4M | Sell |
124,862
-7,929
| -6% | -$662K | 0.04% | 548 |
|
|
2022
Q3 | $11.2M | Buy |
+132,791
| New | +$11.2M | 0.05% | 436 |
|
|
2022
Q2 | – | Sell |
-159,163
| Closed | -$15.5M | – | 407 |
|
|
2022
Q1 | $15.5M | Buy |
159,163
+9,493
| +6% | +$922K | 0.05% | 416 |
|
|
2021
Q4 | $15.9M | Buy |
149,670
+4,609
| +3% | +$489K | 0.05% | 440 |
|
|
2021
Q3 | $14M | Buy |
145,061
+4,947
| +4% | +$478K | 0.05% | 457 |
|
|
2021
Q2 | $13M | Sell |
140,114
-19,280
| -12% | -$1.79M | 0.05% | 458 |
|
|
2021
Q1 | $14.7M | Buy |
159,394
+1,649
| +1% | +$152K | 0.06% | 321 |
|
|
2020
Q4 | $10.9M | Sell |
157,745
-41,941
| -21% | -$2.89M | 0.05% | 410 |
|
|
2020
Q3 | $9.79M | Buy |
199,686
+112,643
| +129% | +$5.52M | 0.04% | 477 |
|
|
2020
Q2 | $4.49M | Sell |
87,043
-10,283
| -11% | -$530K | 0.02% | 721 |
|
|
2020
Q1 | $4.51M | Buy |
97,326
+47,189
| +94% | +$2.19M | 0.03% | 529 |
|
|
2019
Q4 | $3.44M | Buy |
50,137
+29,971
| +149% | +$2.06M | 0.01% | 1131 |
|
|
2019
Q3 | $1.3M | Sell |
20,166
-33,700
| -63% | -$2.18M | ﹤0.01% | 1362 |
|
|
2019
Q2 | $3.55M | Sell |
53,866
-5,602
| -9% | -$369K | 0.01% | 1089 |
|
|
2019
Q1 | $3.81M | Buy |
59,468
+18,802
| +46% | +$1.2M | 0.01% | 1046 |
|
|
2018
Q4 | $2.48M | Buy |
40,666
+28,994
| +248% | +$1.77M | 0.01% | 1104 |
|
|
2018
Q3 | $828K | Sell |
11,672
-38,864
| -77% | -$2.76M | ﹤0.01% | 1714 |
|
|
2018
Q2 | $3.85M | Sell |
50,536
-29,835
| -37% | -$2.27M | 0.02% | 1059 |
|
|
2018
Q1 | $5.82M | Buy |
+80,371
| New | +$5.82M | 0.03% | 747 |
|