Putnam Investments’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.21M | Buy |
50,378
+4,637
| +10% | +$387K | 0.01% | 479 |
|
|
2023
Q3 | $2.84M | Sell |
45,741
-10,860
| -19% | -$674K | ﹤0.01% | 639 |
|
|
2023
Q2 | $3.45M | Sell |
56,601
-8,635
| -13% | -$526K | 0.01% | 567 |
|
|
2023
Q1 | $3.77M | Buy |
65,236
+559
| +0.9% | +$32.3K | 0.01% | 517 |
|
|
2022
Q4 | $5.4M | Buy |
64,677
+4,587
| +8% | +$383K | 0.01% | 420 |
|
|
2022
Q3 | $5.07M | Sell |
60,090
-278
| -0.5% | -$23.4K | 0.01% | 429 |
|
|
2022
Q2 | $5.2M | Buy |
60,368
+1,136
| +2% | +$97.8K | 0.01% | 427 |
|
|
2022
Q1 | $5.76M | Buy |
59,232
+1,613
| +3% | +$157K | 0.01% | 464 |
|
|
2021
Q4 | $6.11M | Buy |
+57,619
| New | +$6.11M | 0.01% | 482 |
|
|
2014
Q1 | – | Sell |
-33,210
| Closed | -$2.14M | – | 1528 |
|
|
2013
Q4 | $2.14M | Hold |
33,210
| – | – | 0.01% | 1032 |
|
|
2013
Q3 | $1.81M | Sell |
33,210
-32,608
| -50% | -$1.77M | ﹤0.01% | 1086 |
|
|
2013
Q2 | $3.66M | Buy |
+65,818
| New | +$3.66M | 0.01% | 832 |
|