TI
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Tidal Investments’s UMB Financial UMBF Stock Holding History

Tidal Investments’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
Q4 		– Sell
-3,696
Closed -$229K – 1523
2023
Q3 		$229K Sell
3,696
-162
-4% -$10.5K 0.01% 1163
2023
Q2 		$235K Sell
3,858
-344
-8% -$20.5K 0.01% 1144
2023
Q1 		$243K Buy
+4,202
New +$342K 0.01% 1101

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

Tidal Investments's UMBF Position: Q4 2023 in Review

Tidal Investments sold out of UMB Financial (UMBF) in Q4 2023, closing a stake of 3,696 shares — an estimated $229K sold.

Tidal Investments first reported a position in UMBF in Q1 2023 and held it in 3 quarters. The position peaked at $243K in Q1 2023. 259 funds tracked by Wall St. Rank hold UMBF as of Q4 2023.

  • Tidal Investments reported no remaining UMB Financial position as of Q4 2023 after selling out during the quarter.
  • Tidal Investments sold 3,696 UMB Financial shares in Q4 2023, an estimated $229K.
  • Tidal Investments first reported a position in UMB Financial in Q1 2023 and held it in 3 quarters.
  • Tidal Investments's UMB Financial position peaked at $243K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held UMB Financial as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.