Rockefeller Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,507
| Closed | -$125K | – | 3787 |
|
|
2022
Q4 | $125K | Sell |
1,507
-72
| -5% | -$5.97K | ﹤0.01% | 1911 |
|
|
2022
Q3 | $133K | Buy |
1,579
+595
| +60% | +$50.1K | ﹤0.01% | 1843 |
|
|
2022
Q2 | $84K | Buy |
984
+229
| +30% | +$19.5K | ﹤0.01% | 2037 |
|
|
2022
Q1 | $73K | Hold |
755
| – | – | ﹤0.01% | 2131 |
|
|
2021
Q4 | $80K | Hold |
755
| – | – | ﹤0.01% | 2032 |
|
|
2021
Q3 | $73K | Buy |
+755
| New | +$73K | ﹤0.01% | 1989 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$1K | – | 2804 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2507 |
|
|
2019
Q4 | – | Sell |
-395
| Closed | -$26K | – | 2212 |
|
|
2019
Q3 | $26K | Buy |
395
+250
| +172% | +$16.5K | ﹤0.01% | 1146 |
|
|
2019
Q2 | $10K | Sell |
145
-149
| -51% | -$10.3K | ﹤0.01% | 1251 |
|
|
2019
Q1 | $19K | Buy |
+294
| New | +$19K | ﹤0.01% | 1267 |
|