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Tang Capital Management’s UMB Financial UMBF Stock Holding History

Tang Capital 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
2023
Q2 		– Sell
-20,000
Closed -$1.15M – 113
2023
Q1 		$1.15M Buy
+20,000
New +$1.63M 0.17% 77

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tang Capital Management's UMBF Position: Q2 2023 in Review

Tang Capital Management sold out of UMB Financial (UMBF) in Q2 2023, closing a stake of 20,000 shares — an estimated $1.15M sold.

Tang Capital Management first reported a position in UMBF in Q1 2023 and held it in 1 quarter. The position peaked at $1.15M in Q1 2023. 225 funds tracked by Wall St. Rank hold UMBF as of Q2 2023.

  • Tang Capital Management reported no remaining UMB Financial position as of Q2 2023 after selling out during the quarter.
  • Tang Capital Management sold 20,000 UMB Financial shares in Q2 2023, an estimated $1.15M.
  • Tang Capital Management first reported a position in UMB Financial in Q1 2023 and held it in 1 quarter.
  • Tang Capital Management's UMB Financial position peaked at $1.15M in Q1 2023.
  • 225 funds tracked by Wall St. Rank held UMB Financial as of Q2 2023.

Based on Tang Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.