Polar Asset Management Partners’s UMB Financial UMBF Stock Holding History

Polar Asset Management Partners’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 Q3	–	Sell	-6,460	Closed	-$601K	–	1405
2021 Q2	$601K	Buy	+6,460	New	+$614K	0.01%	739
2021 Q1	–	Sell	-8,204	Closed	-$566K	–	1155
2020 Q4	$566K	Buy	+8,204	New	+$526K	0.01%	510
2020 Q3	–	Sell	-3,908	Closed	-$201K	–	721
2020 Q2	$201K	Buy	+3,908	New	+$192K	﹤0.01%	440

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Polar Asset Management Partners's UMBF Position: Q3 2021 in Review

Polar Asset Management Partners sold out of UMB Financial (UMBF) in Q3 2021, closing a stake of 6,460 shares — an estimated $601K sold.

Polar Asset Management Partners first reported a position in UMBF in Q2 2020 and held it in 3 quarters. The position peaked at $601K in Q2 2021. 240 funds tracked by Wall St. Rank hold UMBF as of Q3 2021.

Polar Asset Management Partners reported no remaining UMB Financial position as of Q3 2021 after selling out during the quarter.
Polar Asset Management Partners sold 6,460 UMB Financial shares in Q3 2021, an estimated $601K.
Polar Asset Management Partners first reported a position in UMB Financial in Q2 2020 and held it in 3 quarters.
Polar Asset Management Partners's UMB Financial position peaked at $601K in Q2 2021.
240 funds tracked by Wall St. Rank held UMB Financial as of Q3 2021.

Based on Polar Asset Management Partners's 13F filing for Q3 2021, filed 15 Nov 2021.