Royce & Associates’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-103,874
| Closed | -$6M | – | 967 |
|
|
2023
Q1 | $6M | Sell |
103,874
-6,803
| -6% | -$393K | 0.06% | 446 |
|
|
2022
Q4 | $9.24M | Sell |
110,677
-25
| -0% | -$2.09K | 0.1% | 307 |
|
|
2022
Q3 | $9.33M | Sell |
110,702
-5
| -0% | -$421 | 0.11% | 286 |
|
|
2022
Q2 | $9.53M | Sell |
110,707
-2,189
| -2% | -$188K | 0.1% | 293 |
|
|
2022
Q1 | $11M | Sell |
112,896
-21,860
| -16% | -$2.12M | 0.09% | 326 |
|
|
2021
Q4 | $14.3M | Sell |
134,756
-11,276
| -8% | -$1.2M | 0.11% | 294 |
|
|
2021
Q3 | $14.1M | Sell |
146,032
-453
| -0.3% | -$43.8K | 0.11% | 315 |
|
|
2021
Q2 | $13.6M | Buy |
146,485
+950
| +0.7% | +$88.4K | 0.09% | 365 |
|
|
2021
Q1 | $13.4M | Buy |
145,535
+54,575
| +60% | +$5.04M | 0.09% | 363 |
|
|
2020
Q4 | $6.28M | Sell |
90,960
-4,388
| -5% | -$303K | 0.05% | 502 |
|
|
2020
Q3 | $4.67M | Buy |
+95,348
| New | +$4.67M | 0.05% | 487 |
|