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Parametrica Management’s UMB Financial UMBF Stock Holding History

Parametrica 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
2019
Q2 		– Sell
-4,650
Closed -$298K – 121
2019
Q1 		$298K Sell
4,650
-3,359
-42% -$222K 0.63% 60
2018
Q4 		$488K Buy
+8,009
New +$519K 0.6% 25

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parametrica Management's UMBF Position: Q2 2019 in Review

Parametrica Management sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 4,650 shares — an estimated $298K sold.

Parametrica Management first reported a position in UMBF in Q4 2018 and held it in 2 quarters. The position peaked at $488K in Q4 2018. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Parametrica Management reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Parametrica Management sold 4,650 UMB Financial shares in Q2 2019, an estimated $298K.
  • Parametrica Management first reported a position in UMB Financial in Q4 2018 and held it in 2 quarters.
  • Parametrica Management's UMB Financial position peaked at $488K in Q4 2018.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Parametrica Management's 13F filing for Q2 2019, filed 13 Aug 2019.