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Skyline Asset Management’s UMB Financial UMBF Stock Holding History

Skyline Asset Management’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 		$1.48M Sell
21,500
-108,200
-83% -$6.94M 1.91% 17
2020
Q3 		$6.36M Buy
129,700
+21,000
+19% +$1.06M 1.75% 35
2020
Q2 		$5.6M Sell
108,700
-16,900
-13% -$828K 1.58% 43
2020
Q1 		$5.83M Buy
125,600
+1,900
+2% +$116K 1.94% 24
2019
Q4 		$8.49M Hold
123,700
– – 1.64% 35
2019
Q3 		$7.99M Sell
123,700
-21,900
-15% -$1.42M 1.58% 32
2019
Q2 		$9.58M Sell
145,600
-12,500
-8% -$824K 1.74% 28
2019
Q1 		$10.1M Sell
158,100
-72,500
-31% -$4.79M 1.72% 29
2018
Q4 		$14.1M Sell
230,600
-13,100
-5% -$849K 1.81% 20
2018
Q3 		$17.3M Sell
243,700
-36,300
-13% -$2.73M 1.53% 35
2018
Q2 		$21.3M Sell
280,000
-1,000
-0.4% -$76.9K 1.69% 22
2018
Q1 		$20.3M Hold
281,000
– – 1.64% 24
2017
Q4 		$20.2M Sell
281,000
-300
-0.1% -$22K 1.62% 30
2017
Q3 		$21M Buy
281,300
+19,300
+7% +$1.35M 1.66% 28
2017
Q2 		$19.6M Sell
262,000
-29,100
-10% -$2.13M 1.65% 26
2017
Q1 		$21.9M Sell
291,100
-20,100
-6% -$1.54M 1.69% 22
2016
Q4 		$24M Sell
311,200
-2,000
-0.6% -$139K 1.59% 25
2016
Q3 		$18.6M Buy
313,200
+49,300
+19% +$2.82M 1.33% 42
2016
Q2 		$14M Hold
263,900
– – 1.03% 61
2016
Q1 		$13.6M Buy
+263,900
New +$12.7M 0.97% 63

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

Skyline Asset Management's UMBF Position: Q4 2020 in Review

Skyline Asset Management reduced its UMB Financial (UMBF) stake by 83% in Q4 2020, selling an estimated $6.94M and leaving 21,500 shares worth $1.48M. The position accounts for 1.91% of the portfolio, ranked #17.

Skyline Asset Management first reported a position in UMBF in Q1 2016 and has held it in 20 quarters since. The position peaked at $24M in Q4 2016. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • Skyline Asset Management held 21,500 shares of UMB Financial worth $1.48M as of Q4 2020.
  • Skyline Asset Management sold 108,200 UMB Financial shares in Q4 2020, an estimated $6.94M.
  • UMB Financial made up 1.91% of Skyline Asset Management's portfolio in Q4 2020, its #17 holding.
  • Skyline Asset Management first reported a position in UMB Financial in Q1 2016 and has held it in 20 quarters since.
  • Skyline Asset Management's UMB Financial position peaked at $24M in Q4 2016.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on Skyline Asset Management's 13F filing for Q4 2020, filed 26 Jan 2021.