Marshall Wace’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 |
-2,100
| Closed | -$237K | – | 2933 |
|
|
2024
Q4 | $237K | Buy |
+2,100
| New | +$237K | ﹤0.01% | 2149 |
|
|
2023
Q1 | – | Sell |
-8,700
| Closed | -$727K | – | 2607 |
|
|
2022
Q4 | $727K | Sell |
8,700
-9,810
| -53% | -$819K | ﹤0.01% | 1691 |
|
|
2022
Q3 | $1.56M | Sell |
18,510
-4,955
| -21% | -$418K | ﹤0.01% | 1645 |
|
|
2022
Q2 | $2.02M | Buy |
+23,465
| New | +$2.02M | ﹤0.01% | 1584 |
|
|
2020
Q1 | – | Sell |
-9,749
| Closed | -$669K | – | 2031 |
|
|
2019
Q4 | $669K | Buy |
+9,749
| New | +$669K | ﹤0.01% | 1031 |
|
|
2019
Q3 | – | Sell |
-4,322
| Closed | -$284K | – | 1893 |
|
|
2019
Q2 | $284K | Buy |
+4,322
| New | +$284K | ﹤0.01% | 1157 |
|
|
2017
Q1 | – | Sell |
-32,500
| Closed | -$2.51M | – | 747 |
|
|
2016
Q4 | $2.51M | Buy |
+32,500
| New | +$2.51M | 0.02% | 593 |
|
|
2015
Q2 | – | Sell |
-156,548
| Closed | -$8.28M | – | 1057 |
|
|
2015
Q1 | $8.28M | Sell |
156,548
-21,776
| -12% | -$1.15M | 0.11% | 223 |
|
|
2014
Q4 | $10.1M | Buy |
178,324
+73,611
| +70% | +$4.19M | 0.13% | 191 |
|
|
2014
Q3 | $5.71M | Buy |
+104,713
| New | +$5.71M | 0.08% | 266 |
|