NI
UMBF icon

Nuance Investments’s UMB Financial UMBF Stock Holding History

Nuance Investments’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
2023
Q1 		– Sell
-171,685
Closed -$14.3M – 56
2022
Q4 		$14.3M Sell
171,685
-314,452
-65% -$26.4M 0.3% 38
2022
Q3 		$41M Buy
486,137
+940
+0.2% +$85.1K 0.91% 25
2022
Q2 		$41.8M Buy
485,197
+43,007
+10% +$3.9M 0.83% 29
2022
Q1 		$43M Sell
442,190
-3,797
-0.9% -$388K 0.77% 31
2021
Q4 		$47.3M Sell
445,987
-20,119
-4% -$2.08M 0.83% 32
2021
Q3 		$45.1M Buy
466,106
+3,648
+0.8% +$333K 0.83% 32
2021
Q2 		$43M Buy
462,458
+14,973
+3% +$1.42M 0.77% 31
2021
Q1 		$41.3M Sell
447,485
-106,764
-19% -$8.82M 0.77% 31
2020
Q4 		$38.2M Buy
554,249
+145,916
+36% +$9.36M 0.74% 34
2020
Q3 		$20M Buy
408,333
+63,658
+18% +$3.21M 0.47% 36
2020
Q2 		$17.8M Buy
344,675
+101,838
+42% +$4.99M 0.46% 39
2020
Q1 		$11.3M Sell
242,837
-549,008
-69% -$33.4M 0.39% 37
2019
Q4 		$54.4M Sell
791,845
-117,294
-13% -$7.78M 1.77% 22
2019
Q3 		$58.7M Buy
909,139
+78,879
+10% +$5.1M 2.21% 19
2019
Q2 		$54.6M Buy
830,260
+125,385
+18% +$8.27M 2.31% 20
2019
Q1 		$45.1M Buy
704,875
+27,646
+4% +$1.83M 2.34% 18
2018
Q4 		$41.3M Sell
677,229
-118,259
-15% -$7.67M 2.78% 14
2018
Q3 		$56.4M Buy
795,488
+155,454
+24% +$11.7M 3.37% 10
2018
Q2 		$48.8M Buy
640,034
+20,160
+3% +$1.55M 3.18% 13
2018
Q1 		$44.9M Buy
619,874
+12,351
+2% +$925K 3.03% 13
2017
Q4 		$43.7M Buy
607,523
+57,365
+10% +$4.21M 2.92% 13
2017
Q3 		$41M Buy
550,158
+508,722
+1,228% +$35.6M 2.84% 13
2017
Q2 		$3.1M Buy
+41,436
New +$3.03M 0.23% 52
2016
Q4 		– Sell
-29,982
Closed -$1.78M – 66
2016
Q3 		$1.78M Buy
29,982
+3,607
+14% +$207K 0.17% 48
2016
Q2 		$1.4M Sell
26,375
-40,670
-61% -$2.21M 0.15% 57
2016
Q1 		$3.46M Buy
+67,045
New +$3.22M 0.38% 32

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuance Investments's UMBF Position: Q1 2023 in Review

Nuance Investments sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 171,685 shares — an estimated $14.3M sold.

Nuance Investments first reported a position in UMBF in Q1 2016 and held it in 26 quarters. The position peaked at $58.7M in Q3 2019. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Nuance Investments reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Nuance Investments sold 171,685 UMB Financial shares in Q1 2023, an estimated $14.3M.
  • Nuance Investments first reported a position in UMB Financial in Q1 2016 and held it in 26 quarters.
  • Nuance Investments's UMB Financial position peaked at $58.7M in Q3 2019.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Nuance Investments's 13F filing for Q1 2023, filed 9 May 2023.