Piermont Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $2.49M | Sell |
40,840
-260
| -0.6% | -$15.9K | 1.18% | 22 |
|
2018
Q3 | $2.91M | Buy |
41,100
+5,730
| +16% | +$406K | 1.17% | 17 |
|
2018
Q2 | $2.7M | Buy |
35,370
+2,600
| +8% | +$198K | 0.83% | 43 |
|
2018
Q1 | $2.37M | Buy |
32,770
+740
| +2% | +$53.6K | 0.79% | 36 |
|
2017
Q4 | $2.3M | Buy |
32,030
+2,370
| +8% | +$170K | 0.76% | 50 |
|
2017
Q3 | $2.21M | Buy |
29,660
+180
| +0.6% | +$13.4K | 0.73% | 61 |
|
2017
Q2 | $2.21M | Sell |
29,480
-7,910
| -21% | -$592K | 0.63% | 48 |
|
2017
Q1 | $2.82M | Buy |
+37,390
| New | +$2.82M | 0.67% | 47 |
|