Premier Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,449
| Closed | -$237K | – | 161 |
|
|
2021
Q3 | $237K | Sell |
2,449
-7,762
| -76% | -$751K | 0.03% | 141 |
|
|
2021
Q2 | $950K | Buy |
10,211
+2,236
| +28% | +$208K | 0.14% | 95 |
|
|
2021
Q1 | $737K | Buy |
7,975
+1,745
| +28% | +$161K | 0.13% | 99 |
|
|
2020
Q4 | $430K | Buy |
6,230
+1,605
| +35% | +$111K | 0.09% | 111 |
|
|
2020
Q3 | $227K | Buy |
4,625
+289
| +7% | +$14.2K | 0.06% | 132 |
|
|
2020
Q2 | $224K | Buy |
+4,336
| New | +$224K | 0.07% | 114 |
|
|
2019
Q3 | – | Sell |
-4,032
| Closed | -$265K | – | 145 |
|
|
2019
Q2 | $265K | Buy |
+4,032
| New | +$265K | 0.06% | 128 |
|
|
2019
Q1 | – | Sell |
-4,154
| Closed | -$253K | – | 143 |
|
|
2018
Q4 | $253K | Buy |
+4,154
| New | +$253K | 0.07% | 128 |
|