Richard Bernstein Advisors’s UMB Financial UMBF Stock Holding History

Richard Bernstein Advisors’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
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%	+$243K	0.1%	108
2021 Q2	$4.33M	Hold	46,497	–	–	0.09%	113
2021 Q1	$4.29M	Buy	+46,497	New	+$3.84M	0.1%	101
2015 Q2	–	Sell	-24,111	Closed	-$1.27M	–	269
2015 Q1	$1.27M	Hold	24,111	–	–	0.17%	135
2014 Q4	$1.37M	Hold	24,111	–	–	0.14%	182
2014 Q3	$1.31M	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%	+$197K	0.31%	115
2013 Q3	$1.13M	Hold	20,872	–	–	0.33%	104
2013 Q2	$1.16M	Buy	+20,872	New	+$1.06M	0.38%	90

Other funds holding UMBF

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

Richard Bernstein Advisors's UMBF Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of UMB Financial (UMBF) in Q1 2022, closing a stake of 49,158 shares — an estimated $5.22M sold.

Richard Bernstein Advisors first reported a position in UMBF in Q2 2013 and held it in 12 quarters. The position peaked at $5.22M in Q4 2021. 253 funds tracked by Wall St. Rank hold UMBF as of Q1 2022.

Richard Bernstein Advisors reported no remaining UMB Financial position as of Q1 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 49,158 UMB Financial shares in Q1 2022, an estimated $5.22M.
Richard Bernstein Advisors first reported a position in UMB Financial in Q2 2013 and held it in 12 quarters.
Richard Bernstein Advisors's UMB Financial position peaked at $5.22M in Q4 2021.
253 funds tracked by Wall St. Rank held UMB Financial as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.