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Paloma Partners’s UMB Financial UMBF Stock Holding History

Paloma Partners’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
-5,494
Closed -$379K – 2373
2020
Q4 		$379K Sell
5,494
-1,767
-24% -$113K 0.01% 1053
2020
Q3 		$356K Sell
7,261
-1,248
-15% -$63K 0.01% 1373
2020
Q2 		$438K Buy
8,509
+1,588
+23% +$77.8K 0.01% 1288
2020
Q1 		$321K Buy
+6,921
New +$421K 0.02% 654
2019
Q4 		– Sell
-21,948
Closed -$1.42M – 2526
2019
Q3 		$1.42M Buy
21,948
+12,227
+126% +$790K 0.03% 575
2019
Q2 		$640K Buy
+9,721
New +$641K 0.01% 910
2019
Q1 		– Sell
-4,600
Closed -$280K – 1958
2018
Q4 		$280K Buy
4,600
+615
+15% +$39.9K 0.01% 888
2018
Q3 		$283K Buy
+3,985
New +$299K 0.01% 1247
2018
Q1 		– Sell
-5,605
Closed -$403K – 2275
2017
Q4 		$403K Buy
5,605
+946
+20% +$69.5K 0.01% 1421
2017
Q3 		$347K Sell
4,659
-675
-13% -$47.3K ﹤0.01% 1731
2017
Q2 		$400K Buy
5,334
+129
+2% +$9.44K ﹤0.01% 1669
2017
Q1 		$393K Sell
5,205
-7,967
-60% -$610K ﹤0.01% 1661
2016
Q4 		$1.02M Buy
+13,172
New +$916K 0.01% 1168
2016
Q3 		– Sell
-4,745
Closed -$253K – 2141
2016
Q2 		$253K Buy
+4,745
New +$258K ﹤0.01% 1846
2016
Q1 		– Sell
-19,815
Closed -$922K – 2079
2015
Q4 		$922K Buy
+19,815
New +$1M 0.02% 704
2014
Q1 		– Sell
-3,971
Closed -$255K – 1004
2013
Q4 		$255K Buy
+3,971
New +$241K 0.01% 843

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Paloma Partners's UMBF Position: Q1 2021 in Review

Paloma Partners sold out of UMB Financial (UMBF) in Q1 2021, closing a stake of 5,494 shares — an estimated $379K sold.

Paloma Partners first reported a position in UMBF in Q4 2013 and held it in 16 quarters. The position peaked at $1.42M in Q3 2019. 232 funds tracked by Wall St. Rank hold UMBF as of Q1 2021.

  • Paloma Partners reported no remaining UMB Financial position as of Q1 2021 after selling out during the quarter.
  • Paloma Partners sold 5,494 UMB Financial shares in Q1 2021, an estimated $379K.
  • Paloma Partners first reported a position in UMB Financial in Q4 2013 and held it in 16 quarters.
  • Paloma Partners's UMB Financial position peaked at $1.42M in Q3 2019.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q1 2021.

Based on Paloma Partners's 13F filing for Q1 2021, filed 17 May 2021.