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PDT Partners’s UMB Financial UMBF Stock Holding History

PDT 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
2024
Q4 		– Sell
-8,916
Closed -$937K – 841
2024
Q3 		$937K Sell
8,916
-200
-2% -$19.5K 0.08% 381
2024
Q2 		$760K Sell
9,116
-8,524
-48% -$699K 0.07% 396
2024
Q1 		$1.53M Buy
17,640
+8,755
+99% +$712K 0.15% 246
2023
Q4 		$742K Buy
+8,885
New +$625K 0.08% 341
2023
Q2 		– Sell
-22,214
Closed -$1.28M – 659
2023
Q1 		$1.28M Buy
22,214
+9
+0% +$731 0.17% 209
2022
Q4 		$1.85M Buy
22,205
+10,196
+85% +$857K 0.3% 86
2022
Q3 		$1.01M Sell
12,009
-1,294
-10% -$117K 0.15% 214
2022
Q2 		$1.15M Buy
+13,303
New +$1.21M 0.1% 350
2020
Q1 		– Sell
-3,570
Closed -$245K – 864
2019
Q4 		$245K Buy
+3,570
New +$237K 0.02% 599
2015
Q2 		– Sell
-8,601
Closed -$455K – 1657
2015
Q1 		$455K Buy
+8,601
New +$446K 0.01% 1051
2014
Q4 		– Sell
-34,944
Closed -$1.91M – 1098
2014
Q3 		$1.91M Buy
34,944
+19,367
+124% +$1.12M 0.05% 434
2014
Q2 		$987K Sell
15,577
-3,300
-17% -$197K 0.03% 710
2014
Q1 		$1.22M Sell
18,877
-9,500
-33% -$593K 0.03% 614
2013
Q4 		$1.82M Sell
28,377
-72,366
-72% -$4.4M 0.22% 111
2013
Q3 		$5.47M Buy
100,743
+48,460
+93% +$2.83M 0.15% 173
2013
Q2 		$2.91M Buy
+52,283
New +$2.66M 0.07% 379

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PDT Partners's UMBF Position: Q4 2024 in Review

PDT Partners sold out of UMB Financial (UMBF) in Q4 2024, closing a stake of 8,916 shares — an estimated $937K sold.

PDT Partners first reported a position in UMBF in Q2 2013 and held it in 16 quarters. The position peaked at $5.47M in Q3 2013. 353 funds tracked by Wall St. Rank hold UMBF as of Q4 2024.

  • PDT Partners reported no remaining UMB Financial position as of Q4 2024 after selling out during the quarter.
  • PDT Partners sold 8,916 UMB Financial shares in Q4 2024, an estimated $937K.
  • PDT Partners first reported a position in UMB Financial in Q2 2013 and held it in 16 quarters.
  • PDT Partners's UMB Financial position peaked at $5.47M in Q3 2013.
  • 353 funds tracked by Wall St. Rank held UMB Financial as of Q4 2024.

Based on PDT Partners's 13F filing for Q4 2024, filed 14 Feb 2025.