Martingale Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,500
| Closed | -$317K | – | 876 |
|
|
2023
Q1 | $317K | Hold |
5,500
| – | – | 0.01% | 701 |
|
|
2022
Q4 | $459K | Sell |
5,500
-117
| -2% | -$9.77K | 0.01% | 632 |
|
|
2022
Q3 | $475K | Buy |
5,617
+111
| +2% | +$9.39K | 0.01% | 633 |
|
|
2022
Q2 | $475K | Sell |
5,506
-6,139
| -53% | -$530K | 0.01% | 653 |
|
|
2022
Q1 | $1.13M | Sell |
11,645
-109
| -0.9% | -$10.6K | 0.02% | 446 |
|
|
2021
Q4 | $1.25M | Sell |
11,754
-14,298
| -55% | -$1.52M | 0.02% | 429 |
|
|
2021
Q3 | $2.52M | Buy |
26,052
+711
| +3% | +$68.8K | 0.03% | 242 |
|
|
2021
Q2 | $2.36M | Sell |
25,341
-3,300
| -12% | -$307K | 0.03% | 232 |
|
|
2021
Q1 | $2.65M | Buy |
28,641
+6,022
| +27% | +$556K | 0.03% | 231 |
|
|
2020
Q4 | $1.56M | Sell |
22,619
-3,799
| -14% | -$262K | 0.02% | 325 |
|
|
2020
Q3 | $1.3M | Buy |
+26,418
| New | +$1.3M | 0.02% | 557 |
|
|
2019
Q3 | – | Sell |
-9,117
| Closed | -$601K | – | 1058 |
|
|
2019
Q2 | $601K | Buy |
+9,117
| New | +$601K | 0.01% | 857 |
|