UB
CHCT

UMB Bank’s Community Healthcare Trust CHCT Stock Holding History

UMB Bank’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$140 – 2152
2024
Q2 		$140 Buy
+6
New +$146 ﹤0.01% 2120
2023
Q4 		– Sell
-46
Closed -$1.37K – 1631
2023
Q3 		$1.37K Hold
46
– – ﹤0.01% 1565
2023
Q2 		$1.52K Hold
46
– – ﹤0.01% 1541
2023
Q1 		$1.68K Hold
46
– – ﹤0.01% 1538
2022
Q4 		$2K Buy
+46
New +$1.57K ﹤0.01% 1539
2022
Q1 		– Sell
-132
Closed -$6K – 1984
2021
Q4 		$6K Buy
+132
New +$6.06K ﹤0.01% 1577

Other funds holding CHCT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UMB Bank's CHCT Position: Q3 2024 in Review

UMB Bank sold out of Community Healthcare Trust (CHCT) in Q3 2024, closing a stake of 6 shares — an estimated $140 sold.

UMB Bank first reported a position in CHCT in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 183 funds tracked by Wall St. Rank hold CHCT as of Q3 2024.

  • UMB Bank reported no remaining Community Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 6 Community Healthcare Trust shares in Q3 2024, an estimated $140.
  • UMB Bank first reported a position in Community Healthcare Trust in Q4 2021 and held it in 6 quarters.
  • UMB Bank's Community Healthcare Trust position peaked at $6K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.