Meeder Asset Management’s UMB Financial UMBF Stock Holding History

Meeder Asset Management’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	-807	Closed	-$68K	–	1944
2022 Q3	$68K	Sell	807 -13	-2%	-$1.18K	﹤0.01%	775
2022 Q2	$70K	Buy	820 +22	+3%	+$1.99K	﹤0.01%	792
2022 Q1	$78K	Buy	+798	New	+$81.4K	﹤0.01%	845
2021 Q4	–	Sell	-817	Closed	-$79K	–	2282
2021 Q3	$79K	Buy	817 +15	+2%	+$1.37K	﹤0.01%	964
2021 Q2	$75K	Buy	802 +8	+1%	+$760	﹤0.01%	991
2021 Q1	$73K	Buy	794 +686	+635%	+$56.7K	﹤0.01%	995
2020 Q4	$7K	Sell	108 -2,190	-95%	-$140K	﹤0.01%	1119
2020 Q3	$113K	Buy	2,298 +2,229	+3,230%	+$113K	0.01%	752
2020 Q2	$4K	Buy	+69	New	+$3.38K	﹤0.01%	1613
2017 Q2	–	Sell	-32	Closed	-$2K	–	1883
2017 Q1	$2K	Buy	+32	New	+$2.45K	﹤0.01%	1409

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

Meeder Asset Management's UMBF Position: Q4 2022 in Review

Meeder Asset Management sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 807 shares — an estimated $68K sold.

Meeder Asset Management first reported a position in UMBF in Q1 2017 and held it in 10 quarters. The position peaked at $113K in Q3 2020. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

Meeder Asset Management reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 807 UMB Financial shares in Q4 2022, an estimated $68K.
Meeder Asset Management first reported a position in UMB Financial in Q1 2017 and held it in 10 quarters.
Meeder Asset Management's UMB Financial position peaked at $113K in Q3 2020.
265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.