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Stone Ridge Asset Management’s UMB Financial UMBF Stock Holding History

Stone Ridge 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
2018
Q4 		– Sell
-3,433
Closed -$243K – 1349
2018
Q3 		$243K Buy
+3,433
New +$258K 0.01% 1114

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone Ridge Asset Management's UMBF Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 3,433 shares — an estimated $243K sold.

Stone Ridge Asset Management first reported a position in UMBF in Q3 2018 and held it in 1 quarter. The position peaked at $243K in Q3 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

  • Stone Ridge Asset Management reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
  • Stone Ridge Asset Management sold 3,433 UMB Financial shares in Q4 2018, an estimated $243K.
  • Stone Ridge Asset Management first reported a position in UMB Financial in Q3 2018 and held it in 1 quarter.
  • Stone Ridge Asset Management's UMB Financial position peaked at $243K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.