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

Pictet Asset Management (UK)’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
2021
Q2 		$242K Sell
2,600
-700
-21% -$66.5K ﹤0.01% 1533
2021
Q1 		$305K Sell
3,300
-500
-13% -$41.3K ﹤0.01% 1435
2020
Q4 		$262K Buy
+3,800
New +$244K ﹤0.01% 1473

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Pictet Asset Management (UK)'s UMBF Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its UMB Financial (UMBF) stake by 21% in Q2 2021, selling an estimated $66.5K and leaving 2,600 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Pictet Asset Management (UK) first reported a position in UMBF in Q4 2020 and has held it in 3 quarters since. The position peaked at $305K in Q1 2021. 235 funds tracked by Wall St. Rank hold UMBF as of Q2 2021.

  • Pictet Asset Management (UK) held 2,600 shares of UMB Financial worth $242K as of Q2 2021.
  • Pictet Asset Management (UK) sold 700 UMB Financial shares in Q2 2021, an estimated $66.5K.
  • UMB Financial made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1533 holding.
  • Pictet Asset Management (UK) first reported a position in UMB Financial in Q4 2020 and has held it in 3 quarters since.
  • Pictet Asset Management (UK)'s UMB Financial position peaked at $305K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.