QT
UMBF icon

Quantamental Technologies’s UMB Financial UMBF Stock Holding History

Quantamental Technologies’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
Q1 		– Sell
-2,869
Closed -$240K – 621
2022
Q4 		$240K Buy
2,869
+183
+7% +$15.4K 0.11% 316
2022
Q3 		$226K Buy
+2,686
New +$243K 0.09% 383
2022
Q2 		– Sell
-3,032
Closed -$295K – 567
2022
Q1 		$295K Buy
+3,032
New +$309K 0.17% 239
2019
Q4 		– Sell
-400
Closed -$26K – 1295
2019
Q3 		$26K Sell
400
-672
-63% -$43.4K 0.01% 1155
2019
Q2 		$71K Buy
+1,072
New +$70.7K 0.03% 793
2019
Q1 		– Sell
-289
Closed -$18K – 1788
2018
Q4 		$18K Buy
+289
New +$18.7K 0.01% 1038

Other funds holding UMBF

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

Quantamental Technologies's UMBF Position: Q1 2023 in Review

Quantamental Technologies sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 2,869 shares — an estimated $240K sold.

Quantamental Technologies first reported a position in UMBF in Q4 2018 and held it in 6 quarters. The position peaked at $295K in Q1 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Quantamental Technologies reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Quantamental Technologies sold 2,869 UMB Financial shares in Q1 2023, an estimated $240K.
  • Quantamental Technologies first reported a position in UMB Financial in Q4 2018 and held it in 6 quarters.
  • Quantamental Technologies's UMB Financial position peaked at $295K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Quantamental Technologies's 13F filing for Q1 2023, filed 15 May 2023.