PHK
UMBF icon

Point72 Hong Kong’s UMB Financial UMBF Stock Holding History

Point72 Hong Kong’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
2022
Q4 		– Sell
-2,616
Closed -$221K – 1600
2022
Q3 		$221K Buy
+2,616
New +$237K 0.01% 1019
2022
Q2 		– Sell
-2,218
Closed -$216K – 2425
2022
Q1 		$216K Buy
+2,218
New +$226K 0.01% 945
2021
Q3 		– Sell
-763
Closed -$71K – 2452
2021
Q2 		$71K Buy
+763
New +$72.5K ﹤0.01% 1397
2020
Q1 		– Sell
-354
Closed -$24K – 1373
2019
Q4 		$24K Buy
+354
New +$23.5K 0.01% 851
2019
Q1 		– Sell
-14
Closed -$1K – 1287
2018
Q4 		$1K Buy
+14
New +$908 ﹤0.01% 820
2018
Q1 		– Sell
-74
Closed -$5K – 1167
2017
Q4 		$5K Buy
+74
New +$5.43K ﹤0.01% 595

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Point72 Hong Kong's UMBF Position: Q4 2022 in Review

Point72 Hong Kong sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 2,616 shares — an estimated $221K sold.

Point72 Hong Kong first reported a position in UMBF in Q4 2017 and held it in 6 quarters. The position peaked at $221K in Q3 2022. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

  • Point72 Hong Kong reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
  • Point72 Hong Kong sold 2,616 UMB Financial shares in Q4 2022, an estimated $221K.
  • Point72 Hong Kong first reported a position in UMB Financial in Q4 2017 and held it in 6 quarters.
  • Point72 Hong Kong's UMB Financial position peaked at $221K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Point72 Hong Kong's 13F filing for Q4 2022, filed 14 Feb 2023.