RHJA
UMBF icon

Rice Hall James & Associates’s UMB Financial UMBF Stock Holding History

Rice Hall James & Associates’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
2019
Q2 		– Sell
-207,406
Closed -$13.3M – 298
2019
Q1 		$13.3M Sell
207,406
-12,465
-6% -$824K 0.43% 87
2018
Q4 		$13.4M Buy
219,871
+4,183
+2% +$271K 0.49% 81
2018
Q3 		$15.3M Sell
215,688
-2,470
-1% -$186K 0.55% 77
2018
Q2 		$16.6M Sell
218,158
-10,266
-4% -$789K 0.6% 66
2018
Q1 		$16.5M Sell
228,424
-6,187
-3% -$463K 0.65% 60
2017
Q4 		$16.9M Sell
234,611
-14,528
-6% -$1.07M 0.66% 62
2017
Q3 		$18.6M Sell
249,139
-12,493
-5% -$875K 0.82% 48
2017
Q2 		$19.6M Buy
261,632
+554
+0.2% +$40.5K 0.85% 49
2017
Q1 		$19.7M Sell
261,078
-72,395
-22% -$5.54M 0.96% 29
2016
Q4 		$25.7M Sell
333,473
-7,027
-2% -$488K 1.3% 8
2016
Q3 		$20.2M Sell
340,500
-3,684
-1% -$211K 1.06% 23
2016
Q2 		$18.3M Sell
344,184
-3,771
-1% -$205K 1.05% 22
2016
Q1 		$18M Sell
347,955
-1,097
-0.3% -$52.7K 1.04% 30
2015
Q4 		$16.2M Sell
349,052
-4,352
-1% -$220K 0.93% 41
2015
Q3 		$18M Buy
353,404
+76
+0% +$4.01K 1.16% 24
2015
Q2 		$20.1M Buy
353,328
+4,548
+1% +$244K 1.16% 22
2015
Q1 		$18.4M Sell
348,780
-4,184
-1% -$217K 1.07% 26
2014
Q4 		$20.1M Sell
352,964
-8,447
-2% -$476K 1.22% 20
2014
Q3 		$19.7M Sell
361,411
-3,627
-1% -$209K 1.37% 14
2014
Q2 		$23.1M Buy
365,038
+46,824
+15% +$2.79M 1.56% 7
2014
Q1 		$20.6M Sell
318,214
-13,248
-4% -$828K 1.51% 3
2013
Q4 		$21.3M Buy
331,462
+75,506
+29% +$4.59M 1.54% 7
2013
Q3 		$13.9M Buy
255,956
+76,197
+42% +$4.44M 1.34% 15
2013
Q2 		$10M Buy
+179,759
New +$9.16M 0.99% 39

Other funds holding UMBF

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rice Hall James & Associates's UMBF Position: Q2 2019 in Review

Rice Hall James & Associates sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 207,406 shares — an estimated $13.3M sold.

Rice Hall James & Associates first reported a position in UMBF in Q2 2013 and held it in 24 quarters. The position peaked at $25.7M in Q4 2016. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Rice Hall James & Associates reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Rice Hall James & Associates sold 207,406 UMB Financial shares in Q2 2019, an estimated $13.3M.
  • Rice Hall James & Associates first reported a position in UMB Financial in Q2 2013 and held it in 24 quarters.
  • Rice Hall James & Associates's UMB Financial position peaked at $25.7M in Q4 2016.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Rice Hall James & Associates's 13F filing for Q2 2019, filed 1 Aug 2019.