Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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UB
UMB Bank’s
Consensus Cloud Solutions
CCSI
Stock Holding History
UMB Bank’s Portfolio
CCSI Stock Details
CCSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-22
Closed
-$554
–
1629
2023
Q3
$554
Hold
22
–
–
﹤0.01%
1633
2023
Q2
$682
Hold
22
–
–
﹤0.01%
1616
2023
Q1
$750
Hold
22
–
–
﹤0.01%
1625
2022
Q4
$1K
Hold
22
–
–
﹤0.01%
1600
2022
Q3
$1K
Hold
22
–
–
﹤0.01%
1648
2022
Q2
$1K
Sell
22
-1
-4%
-$50
﹤0.01%
1809
2022
Q1
$1K
Sell
23
-4
-15%
-$231
﹤0.01%
1891
2021
Q4
$2K
Buy
+27
New
+$1.64K
﹤0.01%
1788
Other funds holding CCSI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
Denver, Colorado
$3.76B AUM
21.77%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
GCM
Gates Capital Management
New York
$3.66B AUM
12.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HBCM
Heron Bay Capital Management
Bloomfield Hills, Michigan
$1.08B AUM
7.99%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich, Connecticut
$365M AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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