SEI Investments’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
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|
2025
Q1 | $37.5M | Buy |
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|
2024
Q4 | $28.6M | Buy |
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|
2024
Q3 | $25.3M | Buy |
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|
2024
Q2 | $18.1M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.53M | Buy |
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|
2022
Q4 | $12.8M | Sell |
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|
2022
Q3 | $14.2M | Sell |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.98M | Buy |
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|
2021
Q2 | $7.66M | Buy |
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|
2021
Q1 | $5.94M | Buy |
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|
2020
Q4 | $3.27M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $3.38M | Sell |
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|
2019
Q4 | $5.21M | Sell |
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|
2019
Q3 | $4.91M | Buy |
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|
2019
Q2 | $4.91M | Sell |
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|
2019
Q1 | $4.8M | Buy |
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|
2018
Q4 | $4.9M | Hold |
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|
2018
Q3 | $4.9M | Buy |
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|
2018
Q2 | $3.57M | Buy |
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|
2018
Q1 | $2.92M | Buy |
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|
2017
Q4 | $2.28M | Buy |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $2.06M | Buy |
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|
2017
Q1 | $2.07M | Sell |
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|
2016
Q4 | $2.52M | Buy |
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|
2016
Q3 | $1.49M | Sell |
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|
2016
Q2 | $1.66M | Buy |
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|
2016
Q1 | $745K | Buy |
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|
2015
Q4 | $253K | Sell |
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|
2015
Q3 | $648K | Buy |
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|
2015
Q2 | $590K | Buy |
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