OAM
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Origin Asset Management’s UMB Financial UMBF Stock Holding History

Origin Asset 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
2021
Q3 		– Sell
-3,435
Closed -$320K – 127
2021
Q2 		$320K Buy
+3,435
New +$326K 0.04% 114

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Origin Asset Management's UMBF Position: Q3 2021 in Review

Origin Asset Management sold out of UMB Financial (UMBF) in Q3 2021, closing a stake of 3,435 shares — an estimated $320K sold.

Origin Asset Management first reported a position in UMBF in Q2 2021 and held it in 1 quarter. The position peaked at $320K in Q2 2021. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.

  • Origin Asset Management reported no remaining UMB Financial position as of Q3 2021 after selling out during the quarter.
  • Origin Asset Management sold 3,435 UMB Financial shares in Q3 2021, an estimated $320K.
  • Origin Asset Management first reported a position in UMB Financial in Q2 2021 and held it in 1 quarter.
  • Origin Asset Management's UMB Financial position peaked at $320K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.

Based on Origin Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.