UMB Bank’s Alliance Resource Partners ARLP Stock Holding History

UMB Bank’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,100	Closed	-$22K	–	1700
2022 Q4	$22K	Hold	1,100	–	–	﹤0.01%	1082
2022 Q3	$25K	Hold	1,100	–	–	﹤0.01%	1033
2022 Q2	$20K	Hold	1,100	–	–	﹤0.01%	1171
2022 Q1	$17K	Hold	1,100	–	–	﹤0.01%	1299
2021 Q4	$14K	Buy	+1,100	New	+$12.4K	﹤0.01%	1355

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

UMB Bank's ARLP Position: Q1 2023 in Review

UMB Bank sold out of Alliance Resource Partners (ARLP) in Q1 2023, closing a stake of 1,100 shares — an estimated $22K sold.

UMB Bank first reported a position in ARLP in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q3 2022. 124 funds tracked by Wall St. Rank hold ARLP as of Q1 2023.

UMB Bank reported no remaining Alliance Resource Partners position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 1,100 Alliance Resource Partners shares in Q1 2023, an estimated $22K.
UMB Bank first reported a position in Alliance Resource Partners in Q4 2021 and held it in 5 quarters.
UMB Bank's Alliance Resource Partners position peaked at $25K in Q3 2022.
124 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.