Richard Bernstein Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-49,158
| Closed | -$5.22M | – | 279 |
|
|
2021
Q4 | $5.22M | Hold |
49,158
| – | – | 0.1% | 93 |
|
|
2021
Q3 | $4.75M | Buy |
49,158
+2,661
| +6% | +$257K | 0.1% | 108 |
|
|
2021
Q2 | $4.33M | Hold |
46,497
| – | – | 0.09% | 113 |
|
|
2021
Q1 | $4.29M | Buy |
+46,497
| New | +$4.29M | 0.1% | 101 |
|
|
2015
Q2 | – | Sell |
-24,111
| Closed | -$1.28M | – | 269 |
|
|
2015
Q1 | $1.28M | Hold |
24,111
| – | – | 0.17% | 135 |
|
|
2014
Q4 | $1.37M | Hold |
24,111
| – | – | 0.14% | 182 |
|
|
2014
Q3 | $1.32M | Hold |
24,111
| – | – | 0.14% | 180 |
|
|
2014
Q2 | $1.53M | Hold |
24,111
| – | – | 0.18% | 165 |
|
|
2014
Q1 | $1.56M | Hold |
24,111
| – | – | 0.22% | 129 |
|
|
2013
Q4 | $1.55M | Buy |
24,111
+3,239
| +16% | +$208K | 0.31% | 115 |
|
|
2013
Q3 | $1.13M | Hold |
20,872
| – | – | 0.33% | 104 |
|
|
2013
Q2 | $1.16M | Buy |
+20,872
| New | +$1.16M | 0.38% | 90 |
|