SummerHaven Investment 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 | $978K | Buy |
9,298
+153
| +2% | +$16.1K | 0.64% | 49 |
|
|
2025
Q1 | $925K | Buy |
9,145
+122
| +1% | +$12.3K | 0.65% | 38 |
|
|
2024
Q4 | $1.02M | Hold |
9,023
| – | – | 0.63% | 33 |
|
|
2024
Q3 | $948K | Buy |
+9,023
| New | +$948K | 0.58% | 33 |
|
|
2021
Q3 | – | Sell |
-9,234
| Closed | -$859K | – | 294 |
|
|
2021
Q2 | $859K | Buy |
9,234
+233
| +3% | +$21.7K | 0.49% | 88 |
|
|
2021
Q1 | $831K | Hold |
9,001
| – | – | 0.51% | 78 |
|
|
2020
Q4 | $621K | Buy |
+9,001
| New | +$621K | 0.48% | 94 |
|