Pictet Asset Management (Switzerland)’s UMB Financial UMBF Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$293K	Hold	4,819	–	–	﹤0.01%	1518
2023 Q1	$278K	Sell	4,819 -592	-11%	-$48.1K	﹤0.01%	1541
2022 Q4	$452K	Buy	5,411 +2,412	+80%	+$203K	﹤0.01%	1296
2022 Q3	$253K	Buy	2,999 +168	+6%	+$15.2K	﹤0.01%	1309
2022 Q2	$244K	Hold	2,831	–	–	﹤0.01%	1361
2022 Q1	$275K	Buy	2,831 +305	+12%	+$31.1K	﹤0.01%	1412
2021 Q4	$268K	Sell	2,526 -501	-17%	-$51.7K	﹤0.01%	1453
2021 Q3	$293K	Buy	+3,027	New	+$276K	﹤0.01%	1422

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UMBF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its UMB Financial (UMBF) position steady in Q2 2023 at 4,819 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Pictet Asset Management (Switzerland) first reported a position in UMBF in Q3 2021 and has held it in 8 quarters since. The position peaked at $452K in Q4 2022. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

Pictet Asset Management (Switzerland) held 4,819 shares of UMB Financial worth $293K as of Q2 2023.
Pictet Asset Management (Switzerland) left its UMB Financial share count unchanged in Q2 2023.
UMB Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1518 holding.
Pictet Asset Management (Switzerland) first reported a position in UMB Financial in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s UMB Financial position peaked at $452K in Q4 2022.
225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.