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Missouri Trust & Investment Company’s UMB Financial UMBF Stock Holding History

Missouri Trust & Investment Company’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
2024
Q3 		– Sell
-500
Closed -$41.7K – 412
2024
Q2 		$41.7K Hold
500
– – 0.02% 217
2024
Q1 		$43.5K Hold
500
– – 0.02% 220
2023
Q4 		$41.8K Hold
500
– – 0.02% 209
2023
Q3 		$31K Hold
500
– – 0.01% 223
2023
Q2 		$30.4K Hold
500
– – 0.02% 235
2023
Q1 		$28.9K Buy
+500
New +$40.6K 0.02% 202

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Missouri Trust & Investment Company's UMBF Position: Q3 2024 in Review

Missouri Trust & Investment Company sold out of UMB Financial (UMBF) in Q3 2024, closing a stake of 500 shares — an estimated $41.7K sold.

Missouri Trust & Investment Company first reported a position in UMBF in Q1 2023 and held it in 6 quarters. The position peaked at $43.5K in Q1 2024. 323 funds tracked by Wall St. Rank hold UMBF as of Q3 2024.

  • Missouri Trust & Investment Company reported no remaining UMB Financial position as of Q3 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 500 UMB Financial shares in Q3 2024, an estimated $41.7K.
  • Missouri Trust & Investment Company first reported a position in UMB Financial in Q1 2023 and held it in 6 quarters.
  • Missouri Trust & Investment Company's UMB Financial position peaked at $43.5K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held UMB Financial as of Q3 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2024, filed 5 Nov 2024.