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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 $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return