North Star Investment Management’s UMB Financial UMBF Stock Holding History

North Star 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
2020 Q1	–	Sell	-674	Closed	-$46K	–	1072
2019 Q4	$46K	Hold	674	–	–	﹤0.01%	574
2019 Q3	$44K	Buy	+674	New	+$43.6K	﹤0.01%	579
2019 Q2	–	Sell	-674	Closed	-$43K	–	899
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%	444
2016 Q2	$36K	Hold	674	–	–	0.01%	451
2016 Q1	$35K	Hold	674	–	–	0.01%	440
2015 Q4	$31K	Sell	674 -180	-21%	-$9.09K	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%	+$10.1K	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	+$42.1K	0.01%	389

Other funds holding UMBF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

North Star Investment Management's UMBF Position: Q1 2020 in Review

North Star Investment Management sold out of UMB Financial (UMBF) in Q1 2020, closing a stake of 674 shares — an estimated $46K sold.

North Star Investment Management first reported a position in UMBF in Q1 2014 and held it in 23 quarters. The position peaked at $52K in Q4 2016. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

North Star Investment Management reported no remaining UMB Financial position as of Q1 2020 after selling out during the quarter.
North Star Investment Management sold 674 UMB Financial shares in Q1 2020, an estimated $46K.
North Star Investment Management first reported a position in UMB Financial in Q1 2014 and held it in 23 quarters.
North Star Investment Management's UMB Financial position peaked at $52K in Q4 2016.
211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on North Star Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.