Oakworth Capital’s UMB Financial UMBF Stock Holding History

Oakworth Capital’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
2019 Q3	–	Sell	-530	Closed	-$34K	–	640
2019 Q2	$34K	Buy	+530	New	+$35K	0.01%	371

Other funds holding UMBF

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

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

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

CIP

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oakworth Capital's UMBF Position: Q3 2019 in Review

Oakworth Capital sold out of UMB Financial (UMBF) in Q3 2019, closing a stake of 530 shares — an estimated $34K sold.

Oakworth Capital first reported a position in UMBF in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

Oakworth Capital reported no remaining UMB Financial position as of Q3 2019 after selling out during the quarter.
Oakworth Capital sold 530 UMB Financial shares in Q3 2019, an estimated $34K.
Oakworth Capital first reported a position in UMB Financial in Q2 2019 and held it in 1 quarter.
Oakworth Capital's UMB Financial position peaked at $34K in Q2 2019.
234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on Oakworth Capital's 13F filing for Q3 2019, filed 13 Nov 2019.