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Parkside Investments’s UMB Financial UMBF Stock Holding History

Parkside Investments’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
2022
Q2 		– Sell
-758
Closed -$73K – 155
2022
Q1 		$73K Buy
+758
New +$77.4K 0.01% 107
2019
Q3 		– Sell
-858
Closed -$56K – 108
2019
Q2 		$56K Buy
+858
New +$56.6K 0.01% 106
2018
Q4 		– Sell
-858
Closed -$60K – 161
2018
Q3 		$60K Buy
+858
New +$64.4K 0.03% 101

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Parkside Investments's UMBF Position: Q2 2022 in Review

Parkside Investments sold out of UMB Financial (UMBF) in Q2 2022, closing a stake of 758 shares — an estimated $73K sold.

Parkside Investments first reported a position in UMBF in Q3 2018 and held it in 3 quarters. The position peaked at $73K in Q1 2022. 260 funds tracked by Wall St. Rank hold UMBF as of Q2 2022.

  • Parkside Investments reported no remaining UMB Financial position as of Q2 2022 after selling out during the quarter.
  • Parkside Investments sold 758 UMB Financial shares in Q2 2022, an estimated $73K.
  • Parkside Investments first reported a position in UMB Financial in Q3 2018 and held it in 3 quarters.
  • Parkside Investments's UMB Financial position peaked at $73K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held UMB Financial as of Q2 2022.

Based on Parkside Investments's 13F filing for Q2 2022, filed 13 Jul 2022.