Trexquant Investment’s UMB Financial UMBF Stock Holding History

Trexquant Investment’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	-3,054	Closed	-$255K	–	1786
2022 Q4	$255K	Buy	3,054 +50	+2%	+$4.2K	0.01%	1154
2022 Q3	$253K	Buy	+3,004	New	+$272K	0.01%	1101
2022 Q2	–	Sell	-8,348	Closed	-$811K	–	1886
2022 Q1	$811K	Buy	+8,348	New	+$852K	0.04%	562
2020 Q3	–	Sell	-5,026	Closed	-$259K	–	1542
2020 Q2	$259K	Buy	+5,026	New	+$246K	0.02%	951
2019 Q4	–	Sell	-8,217	Closed	-$531K	–	1277
2019 Q3	$531K	Buy	8,217 +2,319	+39%	+$150K	0.05%	438
2019 Q2	$388K	Buy	+5,898	New	+$389K	0.03%	533
2018 Q2	–	Sell	-3,519	Closed	-$255K	–	1236
2018 Q1	$255K	Sell	3,519 -1,195	-25%	-$89.5K	0.02%	877
2017 Q4	$339K	Buy	+4,714	New	+$346K	0.04%	687
2017 Q2	–	Sell	-3,635	Closed	-$274K	–	1190
2017 Q1	$274K	Sell	3,635 -3,031	-45%	-$232K	0.04%	806
2016 Q4	$514K	Buy	+6,666	New	+$463K	0.08%	424
2015 Q4	–	Sell	-5,025	Closed	-$255K	–	1275
2015 Q3	$255K	Buy	+5,025	New	+$265K	0.02%	918

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trexquant Investment's UMBF Position: Q1 2023 in Review

Trexquant Investment sold out of UMB Financial (UMBF) in Q1 2023, closing a stake of 3,054 shares — an estimated $255K sold.

Trexquant Investment first reported a position in UMBF in Q3 2015 and held it in 11 quarters. The position peaked at $811K in Q1 2022. 259 funds tracked by Wall St. Rank hold UMBF as of Q1 2023.

Trexquant Investment reported no remaining UMB Financial position as of Q1 2023 after selling out during the quarter.
Trexquant Investment sold 3,054 UMB Financial shares in Q1 2023, an estimated $255K.
Trexquant Investment first reported a position in UMB Financial in Q3 2015 and held it in 11 quarters.
Trexquant Investment's UMB Financial position peaked at $811K in Q1 2022.
259 funds tracked by Wall St. Rank held UMB Financial as of Q1 2023.

Based on Trexquant Investment's 13F filing for Q1 2023, filed 15 May 2023.