Marshall Wace’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 | $237K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $727K | Sell |
|
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $669K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $284K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.51M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8.28M | Sell |
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|
2014
Q4 | $10.1M | Buy |
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|
2014
Q3 | $5.71M | Buy |
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