UB
EMF

UMB Bank’s Templeton Emerging Markets Fund EMF Stock Holding History

UMB Bank’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$3K – 1729
2022
Q4 		$3K Hold
300
– – ﹤0.01% 1500
2022
Q3 		$3K Hold
300
– – ﹤0.01% 1534
2022
Q2 		$4K Hold
300
– – ﹤0.01% 1611
2022
Q1 		$4K Hold
300
– – ﹤0.01% 1693
2021
Q4 		$5K Buy
+300
New +$5.11K ﹤0.01% 1627

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

UMB Bank's EMF Position: Q1 2023 in Review

UMB Bank sold out of Templeton Emerging Markets Fund (EMF) in Q1 2023, closing a stake of 300 shares — an estimated $3K sold.

UMB Bank first reported a position in EMF in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 53 funds tracked by Wall St. Rank hold EMF as of Q1 2023.

  • UMB Bank reported no remaining Templeton Emerging Markets Fund position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 300 Templeton Emerging Markets Fund shares in Q1 2023, an estimated $3K.
  • UMB Bank first reported a position in Templeton Emerging Markets Fund in Q4 2021 and held it in 5 quarters.
  • UMB Bank's Templeton Emerging Markets Fund position peaked at $5K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q1 2023.

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