Summit Global Investments’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,977	Closed	-$499K	–	589
2024 Q2	$499K	Sell	5,977 -8,853	-60%	-$739K	0.03%	349
2024 Q1	$1.29M	Buy	+14,830	New	+$1.29M	0.1%	173