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UMB Bank’s BlackRock Debt Strategies Fund DSU Stock Holding History

UMB Bank’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,666
Closed -$29.5K – 2161
2024
Q1 		$29.5K Hold
2,666
– – ﹤0.01% 961
2023
Q4 		$28.8K Hold
2,666
– – ﹤0.01% 958
2023
Q3 		$27.4K Hold
2,666
– – ﹤0.01% 990
2023
Q2 		$26.1K Hold
2,666
– – ﹤0.01% 1018
2023
Q1 		$25.4K Hold
2,666
– – ﹤0.01% 1021
2022
Q4 		$25K Hold
2,666
– – ﹤0.01% 1031
2022
Q3 		$24K Hold
2,666
– – ﹤0.01% 1047
2022
Q2 		$24K Hold
2,666
– – ﹤0.01% 1107
2022
Q1 		$28K Hold
2,666
– – ﹤0.01% 1126
2021
Q4 		$31K Buy
+2,666
New +$31.1K ﹤0.01% 1134

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

UMB Bank's DSU Position: Q2 2024 in Review

UMB Bank sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2024, closing a stake of 2,666 shares — an estimated $29.5K sold.

UMB Bank first reported a position in DSU in Q4 2021 and held it in 10 quarters. The position peaked at $31K in Q4 2021. 75 funds tracked by Wall St. Rank hold DSU as of Q2 2024.

  • UMB Bank reported no remaining BlackRock Debt Strategies Fund position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 2,666 BlackRock Debt Strategies Fund shares in Q2 2024, an estimated $29.5K.
  • UMB Bank first reported a position in BlackRock Debt Strategies Fund in Q4 2021 and held it in 10 quarters.
  • UMB Bank's BlackRock Debt Strategies Fund position peaked at $31K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.