New York Life Investment Management’s UMB Financial UMBF Stock Holding History

New York Life Investment Management’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 Q2	–	Sell	-4,327	Closed	-$376K	–	1297
2024 Q1	$376K	Sell	4,327 -1,655	-28%	-$135K	﹤0.01%	874
2023 Q4	$500K	Sell	5,982 -177	-3%	-$12.4K	0.01%	838
2023 Q3	$382K	Sell	6,159 -981	-14%	-$63.7K	﹤0.01%	929
2023 Q2	$435K	Sell	7,140 -777	-10%	-$46.4K	﹤0.01%	869
2023 Q1	$457K	Buy	7,917 +2,092	+36%	+$170K	0.01%	1133
2022 Q4	$487K	Buy	5,825 +644	+12%	+$54.1K	0.01%	950
2022 Q3	$437K	Buy	5,181 +381	+8%	+$34.5K	0.01%	856
2022 Q2	$413K	Buy	+4,800	New	+$435K	﹤0.01%	922

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

New York Life Investment Management's UMBF Position: Q2 2024 in Review

New York Life Investment Management sold out of UMB Financial (UMBF) in Q2 2024, closing a stake of 4,327 shares — an estimated $376K sold.

New York Life Investment Management first reported a position in UMBF in Q2 2022 and held it in 8 quarters. The position peaked at $500K in Q4 2023. 293 funds tracked by Wall St. Rank hold UMBF as of Q2 2024.

New York Life Investment Management reported no remaining UMB Financial position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 4,327 UMB Financial shares in Q2 2024, an estimated $376K.
New York Life Investment Management first reported a position in UMB Financial in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's UMB Financial position peaked at $500K in Q4 2023.
293 funds tracked by Wall St. Rank held UMB Financial as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.