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Pearl River Capital’s UMB Financial UMBF Stock Holding History

Pearl River Capital’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
2020
Q2 		– Sell
-982
Closed -$46K – 578
2020
Q1 		$46K Buy
+982
New +$59.7K 0.09% 245
2019
Q4 		– Sell
-6
Closed – – 693
2019
Q3 		$0 Sell
6
-1,474
-100% -$95.2K ﹤0.01% 536
2019
Q2 		$97K Buy
+1,480
New +$97.6K 0.62% 78
2019
Q1 		– Sell
-100
Closed -$6K – 788
2018
Q4 		$6K Buy
+100
New +$6.48K 0.03% 693

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Pearl River Capital's UMBF Position: Q2 2020 in Review

Pearl River Capital sold out of UMB Financial (UMBF) in Q2 2020, closing a stake of 982 shares — an estimated $46K sold.

Pearl River Capital first reported a position in UMBF in Q4 2018 and held it in 4 quarters. The position peaked at $97K in Q2 2019. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2020.

  • Pearl River Capital reported no remaining UMB Financial position as of Q2 2020 after selling out during the quarter.
  • Pearl River Capital sold 982 UMB Financial shares in Q2 2020, an estimated $46K.
  • Pearl River Capital first reported a position in UMB Financial in Q4 2018 and held it in 4 quarters.
  • Pearl River Capital's UMB Financial position peaked at $97K in Q2 2019.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2020.

Based on Pearl River Capital's 13F filing for Q2 2020, filed 10 Aug 2020.