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Premier Asset Management’s UMB Financial UMBF Stock Holding History

Premier Asset 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
2021
Q4 		– Sell
-2,449
Closed -$237K – 161
2021
Q3 		$237K Sell
2,449
-7,762
-76% -$708K 0.03% 141
2021
Q2 		$950K Buy
10,211
+2,236
+28% +$212K 0.14% 95
2021
Q1 		$737K Buy
7,975
+1,745
+28% +$144K 0.13% 99
2020
Q4 		$430K Buy
6,230
+1,605
+35% +$103K 0.09% 111
2020
Q3 		$227K Buy
4,625
+289
+7% +$14.6K 0.06% 132
2020
Q2 		$224K Buy
+4,336
New +$213K 0.07% 114
2019
Q3 		– Sell
-4,032
Closed -$265K – 145
2019
Q2 		$265K Buy
+4,032
New +$266K 0.06% 128
2019
Q1 		– Sell
-4,154
Closed -$253K – 143
2018
Q4 		$253K Buy
+4,154
New +$269K 0.07% 128

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Premier Asset Management's UMBF Position: Q4 2021 in Review

Premier Asset Management sold out of UMB Financial (UMBF) in Q4 2021, closing a stake of 2,449 shares — an estimated $237K sold.

Premier Asset Management first reported a position in UMBF in Q4 2018 and held it in 8 quarters. The position peaked at $950K in Q2 2021. 256 funds tracked by Wall St. Rank hold UMBF as of Q4 2021.

  • Premier Asset Management reported no remaining UMB Financial position as of Q4 2021 after selling out during the quarter.
  • Premier Asset Management sold 2,449 UMB Financial shares in Q4 2021, an estimated $237K.
  • Premier Asset Management first reported a position in UMB Financial in Q4 2018 and held it in 8 quarters.
  • Premier Asset Management's UMB Financial position peaked at $950K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held UMB Financial as of Q4 2021.

Based on Premier Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.