Quantbot Technologies’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,522
| Closed | -$1.64M | – | 1890 |
|
|
2024
Q4 | $1.64M | Buy |
+14,522
| New | +$1.64M | 0.06% | 478 |
|
|
2023
Q4 | – | Sell |
-2,879
| Closed | -$179K | – | 2019 |
|
|
2023
Q3 | $179K | Buy |
+2,879
| New | +$179K | 0.01% | 938 |
|
|
2023
Q1 | – | Sell |
-2,125
| Closed | -$177K | – | 2094 |
|
|
2022
Q4 | $177K | Sell |
2,125
-715
| -25% | -$59.7K | 0.01% | 947 |
|
|
2022
Q3 | $239K | Buy |
+2,840
| New | +$239K | 0.02% | 824 |
|
|
2021
Q4 | – | Sell |
-522
| Closed | -$50K | – | 1935 |
|
|
2021
Q3 | $50K | Buy |
+522
| New | +$50K | ﹤0.01% | 1112 |
|
|
2021
Q1 | – | Sell |
-1,132
| Closed | -$78K | – | 1772 |
|
|
2020
Q4 | $78K | Buy |
+1,132
| New | +$78K | 0.01% | 793 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$2K | – | 1656 |
|
|
2020
Q2 | $2K | Sell |
46
-1,105
| -96% | -$48K | ﹤0.01% | 1061 |
|
|
2020
Q1 | $53K | Buy |
+1,151
| New | +$53K | 0.03% | 426 |
|
|
2019
Q4 | – | Sell |
-819
| Closed | -$52K | – | 1605 |
|
|
2019
Q3 | $52K | Sell |
819
-581
| -42% | -$36.9K | 0.01% | 961 |
|
|
2019
Q2 | $92K | Buy |
+1,400
| New | +$92K | 0.01% | 778 |
|
|
2018
Q3 | – | Sell |
-2,847
| Closed | -$217K | – | 1562 |
|
|
2018
Q2 | $217K | Buy |
+2,847
| New | +$217K | 0.01% | 728 |
|
|
2017
Q4 | – | Sell |
-2,830
| Closed | -$210K | – | 1501 |
|
|
2017
Q3 | $210K | Buy |
2,830
+1,542
| +120% | +$114K | 0.02% | 689 |
|
|
2017
Q2 | $96K | Buy |
+1,288
| New | +$96K | 0.01% | 809 |
|
|
2017
Q1 | – | Sell |
-2,740
| Closed | -$211K | – | 1425 |
|
|
2016
Q4 | $211K | Buy |
2,740
+2,150
| +364% | +$166K | 0.02% | 541 |
|
|
2016
Q3 | $35K | Buy |
590
+555
| +1,586% | +$32.9K | ﹤0.01% | 903 |
|
|
2016
Q2 | $1K | Sell |
35
-539
| -94% | -$15.4K | ﹤0.01% | 1013 |
|
|
2016
Q1 | $29K | Sell |
574
-3,769
| -87% | -$190K | ﹤0.01% | 961 |
|
|
2015
Q4 | $202K | Buy |
4,343
+3,696
| +571% | +$172K | 0.03% | 452 |
|
|
2015
Q3 | $32K | Buy |
+647
| New | +$32K | 0.01% | 979 |
|
|
2015
Q2 | – | Sell |
-1,058
| Closed | -$55K | – | 1382 |
|
|
2015
Q1 | $55K | Buy |
1,058
+205
| +24% | +$10.7K | 0.01% | 762 |
|
|
2014
Q4 | $48K | Buy |
+853
| New | +$48K | 0.02% | 837 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$44K | – | 1400 |
|
|
2014
Q2 | $44K | Buy |
+700
| New | +$44K | 0.01% | 960 |
|