North Star 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-674
| Closed | -$46K | – | 1074 |
|
|
2019
Q4 | $46K | Hold |
674
| – | – | ﹤0.01% | 574 |
|
|
2019
Q3 | $44K | Buy |
+674
| New | +$44K | ﹤0.01% | 579 |
|
|
2019
Q2 | – | Sell |
-674
| Closed | -$43K | – | 900 |
|
|
2019
Q1 | $43K | Hold |
674
| – | – | 0.01% | 586 |
|
|
2018
Q4 | $41K | Hold |
674
| – | – | 0.01% | 551 |
|
|
2018
Q3 | $48K | Hold |
674
| – | – | 0.01% | 565 |
|
|
2018
Q2 | $51K | Hold |
674
| – | – | 0.01% | 554 |
|
|
2018
Q1 | $49K | Hold |
674
| – | – | 0.01% | 568 |
|
|
2017
Q4 | $48K | Hold |
674
| – | – | 0.01% | 557 |
|
|
2017
Q3 | $50K | Hold |
674
| – | – | 0.01% | 548 |
|
|
2017
Q2 | $50K | Hold |
674
| – | – | 0.01% | 539 |
|
|
2017
Q1 | $51K | Hold |
674
| – | – | 0.01% | 522 |
|
|
2016
Q4 | $52K | Hold |
674
| – | – | 0.01% | 495 |
|
|
2016
Q3 | $40K | Hold |
674
| – | – | 0.01% | 442 |
|
|
2016
Q2 | $36K | Hold |
674
| – | – | 0.01% | 451 |
|
|
2016
Q1 | $35K | Hold |
674
| – | – | 0.01% | 440 |
|
|
2015
Q4 | $31K | Sell |
674
-180
| -21% | -$8.28K | 0.01% | 447 |
|
|
2015
Q3 | $43K | Hold |
854
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $49K | Hold |
854
| – | – | 0.01% | 397 |
|
|
2015
Q1 | $45K | Hold |
854
| – | – | 0.01% | 394 |
|
|
2014
Q4 | $49K | Buy |
854
+180
| +27% | +$10.3K | 0.01% | 382 |
|
|
2014
Q3 | $37K | Hold |
674
| – | – | 0.01% | 397 |
|
|
2014
Q2 | $43K | Hold |
674
| – | – | 0.01% | 400 |
|
|
2014
Q1 | $44K | Buy |
+674
| New | +$44K | 0.01% | 389 |
|