Pictet Asset Management (Switzerland)’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $293K | Hold |
4,819
| – | – | ﹤0.01% | 1518 |
|
2023
Q1 | $278K | Sell |
4,819
-592
| -11% | -$34.2K | ﹤0.01% | 1534 |
|
2022
Q4 | $452K | Buy |
5,411
+2,412
| +80% | +$201K | ﹤0.01% | 1290 |
|
2022
Q3 | $253K | Buy |
2,999
+168
| +6% | +$14.2K | ﹤0.01% | 1304 |
|
2022
Q2 | $244K | Hold |
2,831
| – | – | ﹤0.01% | 1354 |
|
2022
Q1 | $275K | Buy |
2,831
+305
| +12% | +$29.6K | ﹤0.01% | 1407 |
|
2021
Q4 | $268K | Sell |
2,526
-501
| -17% | -$53.2K | ﹤0.01% | 1445 |
|
2021
Q3 | $293K | Buy |
+3,027
| New | +$293K | ﹤0.01% | 1414 |
|