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Tandem Investment Advisors’s UMB Financial UMBF Stock Holding History

Tandem Investment Advisors’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
2023
Q1 		– Sell
-3,105
Closed -$259K – 89
2022
Q4 		$259K Sell
3,105
-2,625
-46% -$221K 0.01% 75
2022
Q3 		$483K Buy
5,730
+69
+1% +$6.24K 0.03% 63
2022
Q2 		$487K Buy
5,661
+101
+2% +$9.16K 0.03% 58
2022
Q1 		$540K Sell
5,560
-444
-7% -$45.3K 0.03% 51
2021
Q4 		$637K Buy
6,004
+51
+0.9% +$5.26K 0.04% 52
2021
Q3 		$576K Buy
5,953
+208
+4% +$19K 0.05% 49
2021
Q2 		$535K Buy
5,745
+187
+3% +$17.8K 0.05% 47
2021
Q1 		$513K Sell
5,558
-1,806
-25% -$149K 0.05% 47
2020
Q4 		$508K Sell
7,364
-98
-1% -$6.28K 0.05% 46
2020
Q3 		$366K Sell
7,462
-6
-0.1% -$303 0.04% 51
2020
Q2 		$385K Buy
7,468
+441
+6% +$21.6K 0.05% 50
2020
Q1 		$326K Buy
7,027
+2,639
+60% +$161K 0.05% 52
2019
Q4 		$301K Buy
+4,388
New +$291K 0.05% 55

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tandem Investment Advisors's UMBF Position: Q1 2023 in Review

Tandem Investment Advisors sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 3,105 shares — an estimated $259K sold.

Tandem Investment Advisors first reported a position in UMBF in Q4 2019 and held it in 13 quarters. The position peaked at $637K in Q4 2021. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

  • Tandem Investment Advisors reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
  • Tandem Investment Advisors sold 3,105 UMB Financial shares in Q1 2023, an estimated $259K.
  • Tandem Investment Advisors first reported a position in UMB Financial in Q4 2019 and held it in 13 quarters.
  • Tandem Investment Advisors's UMB Financial position peaked at $637K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Tandem Investment Advisors's 13F filing for Q1 2023, filed 19 Jul 2023.