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Putnam Investments’s UMB Financial UMBF Stock Holding History

Putnam Investments’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
2023
Q4 		$4.21M Buy
50,378
+4,637
+10% +$326K 0.01% 479
2023
Q3 		$2.84M Sell
45,741
-10,860
-19% -$705K ﹤0.01% 639
2023
Q2 		$3.45M Sell
56,601
-8,635
-13% -$515K 0.01% 567
2023
Q1 		$3.77M Buy
65,236
+559
+0.9% +$45.4K 0.01% 517
2022
Q4 		$5.4M Buy
64,677
+4,587
+8% +$385K 0.01% 420
2022
Q3 		$5.07M Sell
60,090
-278
-0.5% -$25.2K 0.01% 429
2022
Q2 		$5.2M Buy
60,368
+1,136
+2% +$103K 0.01% 427
2022
Q1 		$5.75M Buy
59,232
+1,613
+3% +$165K 0.01% 464
2021
Q4 		$6.11M Buy
+57,619
New +$5.94M 0.01% 482
2014
Q1 		– Sell
-33,210
Closed -$2.13M – 1528
2013
Q4 		$2.13M Hold
33,210
– – 0.01% 1032
2013
Q3 		$1.8M Sell
33,210
-32,608
-50% -$1.9M ﹤0.01% 1088
2013
Q2 		$3.66M Buy
+65,818
New +$3.35M 0.01% 832

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments's UMBF Position: Q4 2023 in Review

Putnam Investments increased its UMB Financial (UMBF) stake by 10% in Q4 2023, buying an estimated $326K and bringing the position to 50,378 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #479.

Putnam Investments first reported a position in UMBF in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.11M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Putnam Investments held 50,378 shares of UMB Financial worth $4.21M as of Q4 2023.
  • Putnam Investments bought 4,637 UMB Financial shares in Q4 2023, an estimated $326K.
  • UMB Financial made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #479 holding.
  • Putnam Investments first reported a position in UMB Financial in Q2 2013 and has held it in 12 quarters since.
  • Putnam Investments's UMB Financial position peaked at $6.11M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.