OTPPB
UMBF icon

Ontario Teachers' Pension Plan Board’s UMB Financial UMBF Stock Holding History

Ontario Teachers' Pension Plan Board’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
2021
Q1 		– Sell
-7,523
Closed -$519K – 540
2020
Q4 		$519K Buy
+7,523
New +$482K 0.01% 329

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's UMBF Position: Q1 2021 in Review

Ontario Teachers' Pension Plan Board sold out of UMB Financial (UMBF) in Q1 2021, closing a stake of 7,523 shares — an estimated $519K sold.

Ontario Teachers' Pension Plan Board first reported a position in UMBF in Q4 2020 and held it in 1 quarter. The position peaked at $519K in Q4 2020. 232 funds tracked by Wall St. Rank hold UMBF as of Q1 2021.

  • Ontario Teachers' Pension Plan Board reported no remaining UMB Financial position as of Q1 2021 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 7,523 UMB Financial shares in Q1 2021, an estimated $519K.
  • Ontario Teachers' Pension Plan Board first reported a position in UMB Financial in Q4 2020 and held it in 1 quarter.
  • Ontario Teachers' Pension Plan Board's UMB Financial position peaked at $519K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q1 2021.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2021, filed 14 May 2021.