SLF
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Sun Life Financial’s UMB Financial UMBF Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-2,014
Closed -$130K – 575
2019
Q3 		$130K Buy
2,014
+11
+0.5% +$711 0.03% 220
2019
Q2 		$132K Buy
+2,003
New +$132K 0.03% 217

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sun Life Financial's UMBF Position: Q4 2019 in Review

Sun Life Financial sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 2,014 shares — an estimated $130K sold.

Sun Life Financial first reported a position in UMBF in Q2 2019 and held it in 2 quarters. The position peaked at $132K in Q2 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • Sun Life Financial reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,014 UMB Financial shares in Q4 2019, an estimated $130K.
  • Sun Life Financial first reported a position in UMB Financial in Q2 2019 and held it in 2 quarters.
  • Sun Life Financial's UMB Financial position peaked at $132K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.