New Mexico Educational Retirement Board’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1M | Hold |
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|
2024
Q3 | $935K | Hold |
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|
2024
Q2 | $742K | Hold |
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|
2024
Q1 | $774K | Hold |
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|
2023
Q4 | $744K | Hold |
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|
2023
Q3 | $552K | Hold |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $573K | Hold |
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|
2022
Q2 | $585K | Sell |
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|
2022
Q1 | $874K | Hold |
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|
2021
Q4 | $955K | Hold |
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|
2021
Q3 | $870K | Hold |
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|
2021
Q2 | $838K | Buy |
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|
2021
Q1 | $702K | Hold |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $531K | Hold |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $522K | Hold |
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|
2019
Q3 | $491K | Hold |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $583K | Hold |
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|
2018
Q4 | $555K | Sell |
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|
2018
Q3 | $730K | Hold |
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|
2018
Q2 | $785K | Sell |
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|
2018
Q1 | $876K | Buy |
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|
2017
Q4 | $784K | Buy |
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