New York Life Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,327
| Closed | -$376K | – | 1297 |
|
|
2024
Q1 | $376K | Sell |
4,327
-1,655
| -28% | -$144K | ﹤0.01% | 874 |
|
|
2023
Q4 | $500K | Sell |
5,982
-177
| -3% | -$14.8K | 0.01% | 838 |
|
|
2023
Q3 | $382K | Sell |
6,159
-981
| -14% | -$60.9K | ﹤0.01% | 929 |
|
|
2023
Q2 | $435K | Sell |
7,140
-777
| -10% | -$47.3K | ﹤0.01% | 869 |
|
|
2023
Q1 | $457K | Buy |
7,917
+2,092
| +36% | +$121K | 0.01% | 1133 |
|
|
2022
Q4 | $487K | Buy |
5,825
+644
| +12% | +$53.8K | 0.01% | 950 |
|
|
2022
Q3 | $437K | Buy |
5,181
+381
| +8% | +$32.1K | 0.01% | 856 |
|
|
2022
Q2 | $413K | Buy |
+4,800
| New | +$413K | ﹤0.01% | 922 |
|