Migdal Insurance & Financial Holdings’s UMB Financial UMBF Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q1	–	Sell	-567	Closed	-$35K	–	756
2018 Q4	$35K	Sell	567 -296	-34%	-$19.2K	﹤0.01%	578
2018 Q3	$61K	Buy	863 +83	+11%	+$6.23K	﹤0.01%	663
2018 Q2	$59K	Buy	780 +425	+120%	+$32.7K	﹤0.01%	604
2018 Q1	$26K	Buy	355 +139	+64%	+$10.4K	﹤0.01%	527
2017 Q4	$16K	Sell	216 -2,346	-92%	-$172K	﹤0.01%	525
2017 Q3	$144K	Buy	+2,562	New	+$179K	﹤0.01%	335

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UMBF Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of UMB Financial (UMBF) in Q1 2019, closing a stake of 567 shares — an estimated $35K sold.

Migdal Insurance & Financial Holdings first reported a position in UMBF in Q3 2017 and held it in 6 quarters. The position peaked at $144K in Q3 2017. 214 funds tracked by Wall St. Rank hold UMBF as of Q1 2019.

Migdal Insurance & Financial Holdings reported no remaining UMB Financial position as of Q1 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 567 UMB Financial shares in Q1 2019, an estimated $35K.
Migdal Insurance & Financial Holdings first reported a position in UMB Financial in Q3 2017 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's UMB Financial position peaked at $144K in Q3 2017.
214 funds tracked by Wall St. Rank held UMB Financial as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.