Retireful LLC’s UMB Financial UMBF Stock Holding History

Retireful LLC’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 Q3	–	Sell	-12,679	Closed	-$772K	–	120
2023 Q2	$772K	Buy	+12,679	New	+$757K	0.29%	70

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retireful LLC's UMBF Position: Q3 2023 in Review

Retireful LLC sold out of UMB Financial (UMBF) in Q3 2023, closing a stake of 12,679 shares — an estimated $772K sold.

Retireful LLC first reported a position in UMBF in Q2 2023 and held it in 1 quarter. The position peaked at $772K in Q2 2023. 242 funds tracked by Wall St. Rank hold UMBF as of Q3 2023.

Retireful LLC reported no remaining UMB Financial position as of Q3 2023 after selling out during the quarter.
Retireful LLC sold 12,679 UMB Financial shares in Q3 2023, an estimated $772K.
Retireful LLC first reported a position in UMB Financial in Q2 2023 and held it in 1 quarter.
Retireful LLC's UMB Financial position peaked at $772K in Q2 2023.
242 funds tracked by Wall St. Rank held UMB Financial as of Q3 2023.

Based on Retireful LLC's 13F filing for Q3 2023, filed 5 Oct 2023.