Mitsubishi UFJ Trust & Banking
UMBF icon

Mitsubishi UFJ Trust & Banking’s UMB Financial UMBF Stock Holding History

Mitsubishi UFJ Trust & Banking’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
Q1 		– Sell
-130
Closed -$10.9K – 1118
2023
Q4 		$10.9K Hold
130
– – ﹤0.01% 1094
2023
Q3 		$8.07K Buy
+130
New +$8.44K ﹤0.01% 1136
2021
Q3 		– Sell
-4,074
Closed -$379K – 1404
2021
Q2 		$379K Sell
4,074
-247
-6% -$23.5K ﹤0.01% 1161
2021
Q1 		$298K Buy
4,321
+421
+11% +$34.8K ﹤0.01% 1153
2020
Q4 		$269K Buy
+3,900
New +$250K ﹤0.01% 1220

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Victory Capital Management
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Allspring Global Investments
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Wellington Management Group
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American Century Companies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's UMBF Position: Q1 2024 in Review

Mitsubishi UFJ Trust & Banking sold out of UMB Financial (UMBF) in Q1 2024, closing a stake of 130 shares — an estimated $10.9K sold.

Mitsubishi UFJ Trust & Banking first reported a position in UMBF in Q4 2020 and held it in 5 quarters. The position peaked at $379K in Q2 2021. 271 funds tracked by Wall St. Rank hold UMBF as of Q1 2024.

  • Mitsubishi UFJ Trust & Banking reported no remaining UMB Financial position as of Q1 2024 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 130 UMB Financial shares in Q1 2024, an estimated $10.9K.
  • Mitsubishi UFJ Trust & Banking first reported a position in UMB Financial in Q4 2020 and held it in 5 quarters.
  • Mitsubishi UFJ Trust & Banking's UMB Financial position peaked at $379K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held UMB Financial as of Q1 2024.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2024, filed 10 May 2024.