Pacer Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,068
| New | +$217K | ﹤0.01% | 1727 |
|
|
2025
Q1 | – | Sell |
-8,245
| Closed | -$931K | – | 3776 |
|
|
2024
Q4 | $931K | Buy |
8,245
+1,795
| +28% | +$203K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $678K | Sell |
6,450
-128
| -2% | -$13.5K | ﹤0.01% | 1518 |
|
|
2024
Q2 | $549K | Buy |
6,578
+69
| +1% | +$5.76K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $566K | Sell |
6,509
-56
| -0.9% | -$4.87K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $549K | Buy |
6,565
+2,859
| +77% | +$239K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $230K | Sell |
3,706
-5,404
| -59% | -$335K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $555K | Buy |
+9,110
| New | +$555K | ﹤0.01% | 1430 |
|
|
2023
Q1 | – | Sell |
-8,328
| Closed | -$696K | – | 2379 |
|
|
2022
Q4 | $696K | Buy |
+8,328
| New | +$696K | ﹤0.01% | 1045 |
|
|
2022
Q1 | – | Sell |
-5,818
| Closed | -$617K | – | 2562 |
|
|
2021
Q4 | $617K | Buy |
5,818
+123
| +2% | +$13K | 0.01% | 1455 |
|
|
2021
Q3 | $551K | Buy |
5,695
+1,120
| +24% | +$108K | 0.01% | 1090 |
|
|
2021
Q2 | $426K | Sell |
4,575
-54
| -1% | -$5.03K | 0.01% | 1184 |
|
|
2021
Q1 | $427K | Sell |
4,629
-81
| -2% | -$7.47K | 0.01% | 1116 |
|
|
2020
Q4 | $325K | Sell |
4,710
-5,474
| -54% | -$378K | 0.01% | 1132 |
|
|
2020
Q3 | $499K | Buy |
+10,184
| New | +$499K | 0.01% | 985 |
|
|
2020
Q1 | – | Sell |
-14,676
| Closed | -$1.01M | – | 1111 |
|
|
2019
Q4 | $1.01M | Sell |
14,676
-1,633
| -10% | -$112K | 0.05% | 543 |
|
|
2019
Q3 | $1.05M | Sell |
16,309
-1,257
| -7% | -$81.2K | 0.02% | 808 |
|
|
2019
Q2 | $1.16M | Buy |
+17,566
| New | +$1.16M | 0.03% | 753 |
|
|
2018
Q4 | – | Sell |
-16,320
| Closed | -$1.16M | – | 1022 |
|
|
2018
Q3 | $1.16M | Buy |
16,320
+2,678
| +20% | +$190K | 0.04% | 589 |
|
|
2018
Q2 | $1.04M | Buy |
13,642
+1,455
| +12% | +$111K | 0.05% | 600 |
|
|
2018
Q1 | $882K | Buy |
12,187
+1,920
| +19% | +$139K | 0.05% | 525 |
|
|
2017
Q4 | $738K | Buy |
10,267
+4,850
| +90% | +$349K | 0.05% | 548 |
|
|
2017
Q3 | $404K | Buy |
5,417
+569
| +12% | +$42.4K | 0.04% | 769 |
|
|
2017
Q2 | $363K | Buy |
4,848
+1,075
| +28% | +$80.5K | 0.04% | 771 |
|
|
2017
Q1 | $284K | Buy |
+3,773
| New | +$284K | 0.03% | 782 |
|