Sterling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
9,809
-3,840
| -28% | -$404K | 0.01% | 618 |
|
|
2025
Q1 | $1.38M | Sell |
13,649
-790
| -5% | -$79.9K | 0.02% | 492 |
|
|
2024
Q4 | $1.63M | Buy |
14,439
+3,938
| +38% | +$444K | 0.02% | 479 |
|
|
2024
Q3 | $1.1M | Buy |
+10,501
| New | +$1.1M | 0.01% | 560 |
|
|
2019
Q3 | – | Sell |
-9,200
| Closed | -$606K | – | 926 |
|
|
2019
Q2 | $606K | Buy |
9,200
+212
| +2% | +$14K | 0.01% | 729 |
|
|
2019
Q1 | $576K | Buy |
8,988
+1,577
| +21% | +$101K | 0.01% | 729 |
|
|
2018
Q4 | $452K | Sell |
7,411
-1,744
| -19% | -$106K | ﹤0.01% | 759 |
|
|
2018
Q3 | $649K | Buy |
+9,155
| New | +$649K | 0.01% | 755 |
|