Piermont Capital Management’s UMB Financial UMBF Stock Holding History

Piermont Capital Management’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
2018 Q4	$2.49M	Sell	40,840 -260	-0.6%	-$16.9K	1.18%	22
2018 Q3	$2.91M	Buy	41,100 +5,730	+16%	+$430K	1.17%	17
2018 Q2	$2.7M	Buy	35,370 +2,600	+8%	+$200K	0.83%	43
2018 Q1	$2.37M	Buy	32,770 +740	+2%	+$55.4K	0.79%	36
2017 Q4	$2.3M	Buy	32,030 +2,370	+8%	+$174K	0.76%	50
2017 Q3	$2.21M	Buy	29,660 +180	+0.6%	+$12.6K	0.73%	61
2017 Q2	$2.21M	Sell	29,480 -7,910	-21%	-$579K	0.63%	48
2017 Q1	$2.82M	Buy	+37,390	New	+$2.86M	0.67%	47

Other funds holding UMBF

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

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Piermont Capital Management's UMBF Position: Q4 2018 in Review

Piermont Capital Management reduced its UMB Financial (UMBF) stake by 0.63% in Q4 2018, selling an estimated $16.9K and leaving 40,840 shares worth $2.49M. The position accounts for 1.18% of the portfolio, ranked #22.

Piermont Capital Management first reported a position in UMBF in Q1 2017 and has held it in 8 quarters since. The position peaked at $2.91M in Q3 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

Piermont Capital Management held 40,840 shares of UMB Financial worth $2.49M as of Q4 2018.
Piermont Capital Management sold 260 UMB Financial shares in Q4 2018, an estimated $16.9K.
UMB Financial made up 1.18% of Piermont Capital Management's portfolio in Q4 2018, its #22 holding.
Piermont Capital Management first reported a position in UMB Financial in Q1 2017 and has held it in 8 quarters since.
Piermont Capital Management's UMB Financial position peaked at $2.91M in Q3 2018.
224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.