UMB Bank’s Couchbase BASE Stock Holding History

UMB Bank’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-149	Closed	-$2.4K	–	2075
2024 Q3	$2.4K	Sell	149 -426	-74%	-$7.37K	﹤0.01%	1942
2024 Q2	$10.5K	Sell	575 -267	-32%	-$6.21K	﹤0.01%	1257
2024 Q1	$22.2K	Buy	+842	New	+$21.9K	﹤0.01%	1035

Other funds holding BASE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

UMB Bank's BASE Position: Q4 2024 in Review

UMB Bank sold out of Couchbase (BASE) in Q4 2024, closing a stake of 149 shares — an estimated $2.4K sold.

UMB Bank first reported a position in BASE in Q1 2024 and held it in 3 quarters. The position peaked at $22.2K in Q1 2024. 148 funds tracked by Wall St. Rank hold BASE as of Q4 2024.

UMB Bank reported no remaining Couchbase position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 149 Couchbase shares in Q4 2024, an estimated $2.4K.
UMB Bank first reported a position in Couchbase in Q1 2024 and held it in 3 quarters.
UMB Bank's Couchbase position peaked at $22.2K in Q1 2024.
148 funds tracked by Wall St. Rank held Couchbase as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.