SSB
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Sandy Spring Bank’s UMB Financial UMBF Stock Holding History

Sandy Spring Bank’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
2020
Q4 		– Sell
-2,490
Closed -$122K – 1050
2020
Q3 		$122K Hold
2,490
– – 0.01% 343
2020
Q2 		$128K Hold
2,490
– – 0.01% 331
2020
Q1 		$115K Hold
2,490
– – 0.01% 326
2019
Q4 		$171K Hold
2,490
– – 0.01% 308
2019
Q3 		$161K Hold
2,490
– – 0.01% 316
2019
Q2 		$164K Hold
2,490
– – 0.01% 313
2019
Q1 		$159K Hold
2,490
– – 0.01% 307
2018
Q4 		$152K Hold
2,490
– – 0.01% 307
2018
Q3 		$177K Hold
2,490
– – 0.01% 312
2018
Q2 		$190K Hold
2,490
– – 0.02% 302
2018
Q1 		$180K Hold
2,490
– – 0.02% 313
2017
Q4 		$179K Hold
2,490
– – 0.02% 292
2017
Q3 		$185K Hold
2,490
– – 0.02% 291
2017
Q2 		$186K Hold
2,490
– – 0.02% 297
2017
Q1 		$188K Hold
2,490
– – 0.02% 290
2016
Q4 		$192K Hold
2,490
– – 0.02% 292
2016
Q3 		$148K Hold
2,490
– – 0.02% 313
2016
Q2 		$132K Hold
2,490
– – 0.02% 327
2016
Q1 		$129K Hold
2,490
– – 0.01% 325
2015
Q4 		$116K Sell
2,490
-200
-7% -$10.1K 0.01% 328
2015
Q3 		$137K Buy
2,690
+200
+8% +$10.6K 0.02% 309
2015
Q2 		$142K Hold
2,490
– – 0.02% 320
2015
Q1 		$132K Hold
2,490
– – 0.02% 322
2014
Q4 		$142K Hold
2,490
– – 0.02% 292
2014
Q3 		$136K Hold
2,490
– – 0.02% 301
2014
Q2 		$158K Hold
2,490
– – 0.02% 294
2014
Q1 		$161K Hold
2,490
– – 0.02% 271
2013
Q4 		$160K Hold
2,490
– – 0.02% 275
2013
Q3 		$135K Hold
2,490
– – 0.02% 280
2013
Q2 		$139K Buy
+2,490
New +$127K 0.02% 266

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sandy Spring Bank's UMBF Position: Q4 2020 in Review

Sandy Spring Bank sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 2,490 shares — an estimated $122K sold.

Sandy Spring Bank first reported a position in UMBF in Q2 2013 and held it in 30 quarters. The position peaked at $192K in Q4 2016. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Sandy Spring Bank reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 2,490 UMB Financial shares in Q4 2020, an estimated $122K.
  • Sandy Spring Bank first reported a position in UMB Financial in Q2 2013 and held it in 30 quarters.
  • Sandy Spring Bank's UMB Financial position peaked at $192K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.